Users

What is the dashboard?

What is the navigation menu?

What is the Most Recently Used list?

What is the Recent Client Activity widget?

What is the Task list widget?

Is there a way to change the dashboard layout, or turn widgets on and off?

How can I change the date range that the dashboard Invoice Summary and Quote Summary widgets cover?


What is the dashboard?

The dashboard is the FusionInvoice main, or "index" page. It gives you an overview of your entire company and allows you to easily navigate to the different FusionInvoice modules. It has a customizable layout and dashboard "widgets" or tools that make managing your company easier, can be turned on or off in the system settings on the "dashboard" tab, according to your company's preferences.


What is the navigation menu?

The navigation menu is found on the left side of every page in FusionInvoice. It is the way that users navigate between the different main FusionInvoice modules.


What is the Most Recently Used list?

The Most Recently Used (MRU) is located below the navigation menu on every page within FusionInvoice. It holds your ten most recent actions and provides a one-click link to go back to any item - clients, invoices, expenses, quotes, reports, etc.

The dashboard will also display window at the top when a new version of FusionInvoice is released, or when you are due for a Support and Update renewal.


What is the Recent Client Activity widget?

The Recent Client Activity widget allows you to quickly see activity from your clients, such as when they view a quote or invoice.


What is the Task list widget?

The task list widget allows you to all tasks that are assigned to you in one place. It is a personal to-do list.

You can enable the widget from System>System Settings on the dashboard tab.

Tasks may be created on the dashboard, using the "Create Task" button at the top-right, or in the notes, while you are adding a note, by clicking the "create task on save" button near the bottom of the screen where you enter notes.

Important notes about creating and editing tasks:

  • You may choose a due date and may assign the task to yourself or any other FusionInvoice user. They can also be reassigned to a diffeent user.
  • You may add assign a task to a specific client.
  • Tasks can have file attachments and notes of their own
  • Tasks can be closed (marked complete) and reopened, if needed.
  • Tasks can be filtered based on:
    • Status(open, closed, all overdue)
    • A date Range
    • Keywords
    • Asignee
  • Tasks have four sections:
    • New
    • Today
    • Tomorrow
    • Later

    Tasks can be moved and sorted within and between sections with a simple drag and drop.


Is there a way to change the dashboard layout, or turn widgets on and off?

Yes. You can change the layout in System>System Settings on the "dashboard" tab.

You may enable or disable widgets, change the order of the widgets (widgets are laid out from top-left to bottom-right, beginning with "1" at the top-right), choose column width (12 columns is equal to full-dashboard-width, 6 columns is equal to half-dashboard-width), or you can change specific widget settings.


How can I change the date range that the dashboard Invoice Summary and Quote Summary widgets cover?

To change the date range that your Invoice Summary and Quote Summary widgets cover, use the selector at the top-right of the dashboard.