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  2. Startup guide
  3. Dashboard and navigation menu
  1. Home
  2. General
  3. Dashboard and navigation menu

Dashboard and navigation menu

Each screen contains the menu (blue bar) with access to the following functions:
  • Menu
  • Company name (Account details – Invoice overview)
  • User name (Change password – Change language – Log out)
  • Settings (Cogwheel)
  • Support page and Instruction tour (Question mark)

The dashboard is the homepage for every user. It contains the following functions:

  • My Backlog: Personal backlog of the user who is logged in.
  • Top 5 Backlog: Complete backlog distributed among the accounting records to which the user has access.
  • Top 5 Authorisation: Only for administrators when authorisation is enabled. Age analysis of all invoices to be authorised.
  • Top 5 Confirmation: Only for administrators when confirmation is enabled. Age analysis of all invoices to be confirmed.
  • News and articles: Relevant information and updates from TriFact365.
  • Start with TriFact365: Short start-up guide for new users.
Updated on Monday April 1st, 2019

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