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Part 2 of 8, Getting started

The dashboard (Home)

The Home page is your starting point when you sign in. The “Needs attention” widget immediately shows what requires action: overdue invoices, new expenses, deals that expire soon, overdue tasks, …

“Needs attention” widget: everything that needs follow-up, at a glance.
“Needs attention” widget: everything that needs follow-up, at a glance.

Click the eye icon next to a line to jump straight to the corresponding list — so you don't have to search where that overdue invoice or open task is.

Overdue invoices opens the list of all overdue invoices that are still outstanding. From there you send a reminder in one go. See Payment reminders for outstanding invoices.