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Main Dashboard

Navigate and customize your workspace

IN THIS SECTION:

The Navigation Menu Icon

Your primary navigation tool (represented by three horizontal lines) to access various dashboards and specific Counto services.

Track and manage your outstanding tasks, view instructions, and monitor completion status.

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Task Management: View Task Names, Instructions, Actions, and open comments from both Counto and your team.

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Sorting: Organise tasks by Category or use the Search bar for quick navigation.

Securely store, organise, and access all your business documents.

Vault Access: Clicking “Vault” directs you to vault.xion.ai, your central document hub.

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Categorisation: Documents are automatically sorted into Invoices, Receipts, Bank Statements, and more.

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Internal Navigation: Within the Vault, use its own menu to jump directly to Business Pulse, BillPay, or Tax features.

Gain real-time insights into your company’s financial health with key metrics.

JASMINE COPILOT:

Access the chat icon in the top right to speak with Jasmine, your AI assistant for financial queries.

Metrics: View Profit/Loss, Cash on Hand, and Working Capital at a glance.
Reports: Generate Balance Sheets and General Ledgers with adaptable date periods.
Comparison: Use the comparison checkbox to analyse financial data across different timeframes.

Manage all company bills and employee reimbursements via billpay.xion.ai.

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My Bills: Sort bills by status (Draft, Pending, Paid, etc.) and view amounts and due dates.

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My Suppliers: Access a full directory of suppliers and their current payment status.