Overview - The AccountingSuite™ Dashboard

Overview - The AccountingSuite™ Dashboard

The Dashboard



The AccountingSuite™ Dashboard


(1) Company Name - This is the name as it is shown in the application under Settings → Company Info tab. Changing the information in the application will change the display here. This is a hyperlink that will open that Company in the AccountingSuite™ application.

(2) Plan - The Active subscription plan.

(3) Change Plan - Click this button to choose a new plan (upgrade or downgrade).


Choose Plan Plan Chooser
(4) Subscription Status - If current, a green Paid flag will show. If the payment is past due, the flag will be red. If this is a trial company, the flag is blue.

(5) Upgrade Credit Card - Use this button to change the payment method for this company.

(6) Email Logs - To view the status of all emails that have been sent through AccountingSuite™.

(7) Add New Client - Click to add a new Company to your account.

(8) Show / Hide Sidebar - Show or hide the side navigation.

 (9) Sidebar Navigation - Navigate to various parts of the dashboard.




(10) Top Navigation - This is the same as the sidebar navigation.

(11) Links - Links to Help and Support.


Your Profile



(12) Update your contact information and details, upload a picture.

(12) Update your contact details and picture.

(13) Change your password.

Notifications

The INBOX is where you will receive important communications from AccountingSuite™ that require action on your part.


Notifications


Support Messages

Look here for special messages from Help & Support team regarding system status and planned maintenance.

Account

This links to your Subscription portal where you can view and download invoices and statements for your AccountingSuite™ services.



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