Sign in Overview Page

The Overview page is an overall snapshot of what is happening in your account.

Access to...

From the Overview page, you have the ability to access:

  • Vendors/Customers
  • Bills/Invoices
  • Payments in/out
  • Pay bills
  • and more.....


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Additional Steps

Additonal steps that need to be completed to set up your account will be displayed here.


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Bulk Pay grid

From the Bulk pay grid you can easily:

  • Enter a new bill _bill.png
  • Bills to Pay tab: Pay your bills in bulk or individually
  • Payments Out tab: View payments out history
  • Bills to Approve tab: View Bills to approve
  • View Bill assigned approvers and approval status
  • Open Invoices tab: View all open invoices
  • Payments In tab: View payments received history


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Left navigation bar

The left navigation stays there no matter what page you are on. From this bar you can navigate to:

  • Overview
  • Inbox
  • Vendors
  • Bills
  • Payments Out
  • Customers
  • Invoices
  • Payments In
  • Network
  • Reports 
  • Support


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From the Actions drop down, you can access quick actions with just one click:

  • Send an invoice
  • Received payments
  • Enter a bill
  • Charge a customer
  • Add a vendor
  • Add a customer


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Do more with

Other features available to you will be displayed here.

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