- Navigation and General
- My Dashboard
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Product Updates
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Tutorial Video Library
- General Navigation
- Time and Task
- Job Management - Basics
- Estimate Management - Basics
- Estimate Management - Advanced
- Purchase Order Basics
- Production Invoice Basics
- Sundry Invoice Basics
- Receipts Basics
- Supplier Invoice Management Basics
- Payment Basics
- Expenses & Credit Cards
- Reporting
- Master Files
- Manage
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Mobile App
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FAQs
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Navigation and General
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Time and Tasks
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Manage
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Approve
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Jobs
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Media
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Accounting
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Master Files
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Setup Files
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Setup Options
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General Ledger
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Revenue Recognition and Tools
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Receivables
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Payables
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Budgets & Forecasts
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Training Packet
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API & Integrations
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Reporting
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Sales
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Media Finance
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Intercompany
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Talent Sponsorship
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Taxes
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Implementation and Onboarding
How to switch My Dashboard views
My Dashboard visualizes agency data at various levels. Access predefined and custom agency charts across the following categories: Balance Sheet, Jobs, Profit & Loss, Resources, Revenue, and Time.
Steps:
- Click on the icon to the left of My Dashboard
- Rename, delete, or create additional dashboards. Users can also set a particular dashboard as a default from this view