UI tour
UI tour
UI tour
After logging in you land on the dashboard with an overview of key business metrics.
Dashboard
The dashboard displays the following summary cards:
| Card | Description |
|---|---|
| Total receivables | Total amount and count of unpaid outbound invoices |
| Total payables | Total amount and count of unpaid inbound invoices |
| Outbound this month | Total amount and count of outbound invoices in the current month |
| Inbound this month | Count of received e-invoices in the current month |
| Overdue receivables | Count of late (overdue unpaid) invoices — shown in red if any exist |
| Pending fiscalization | Count of invoices awaiting fiscalization confirmation |
Sidebar navigation
The main menu is on the left side:
| Menu item | Function |
|---|---|
| Dashboard | Return to the home page |
| Partners | Manage customers and suppliers |
| Products | Product and service catalog |
| Outbound invoices | Create and manage invoices you send |
| Inbound invoices | View and process received invoices |
| Reports | VAT, aging, and other reports |
| Archive | Document archive |
| Settings | Application configuration |
Header
Your name, role, and a Sign out button are shown in the top-right corner of every page.
First-time setup wizard
If you are an administrator setting up the company for the first time, the system will launch a setup wizard with four steps:
- Company details — legal name, OIB, address, contact
- Business year — active fiscal year
- Premises & POS device — business location and device code
- Fiscalization — choose between Fiskalizacija 1.0 (FINA) or eRačun
The wizard runs automatically until completed. Invoices cannot be created until setup is finished.