This article helps you understand how to navigate the Dashboard in the LawPay Pro Web App and includes information about the Home Tab.
The dashboard or Home page is your starting point for all daily activities and includes a financial snapshot of your firm’s Outstanding Invoices, Timesheet Calendar, Online Payments and Total Transactions.
The Left Menu includes tabs like:
- Dashboard Reporting Overview
- Reports Tab
- A link to Tell us what you think, which helps us improve the product and user experience.
The top of the screen contains:
A Search bar and a Quick Add button that allows you to Add a Contact, Time Entry, Expense or Create an Invoice.
The Middle of the screen includes buttons that allow you to complete everyday tasks such as:
Below the quick access buttons are Charts and Graphs that allow Insights into:
- Outstanding Invoices
- Online Payments
- Total Transactions
Note: Admins make this available or not available to firm users, depending on what financial information an Admin or owner wants the rest of the firm to see. These preferences are done in Settings.
- A Timesheet Calendar to track time and time-related goals.
To see how each dashboard report works, click here.