Header
The navigation header at the top of the extension will remain static at all times. Here there are the following functionality:
Hamburger menu icon allows you to switch to your Inbox or Payables views
Oganisation dropdown will allow you to switch between all the organisations that you have access to. Note this is only applicable for users with multi-org access
Search icon allows you to search expense and contact records as per the experience in the web app
The plus icon allow you at any time to manually upload documents for processing
Dashboard
The first screen that a user will land on will be the dashboard view. This will display the following:
Task List with a view of all assigned bills for approval
Inbox Summary displaying all expenses that have been submitted to your Synced inbox and are awaiting processing
Bills to Pay a summary of bills awaiting payment
โ