Navigating the Dashboard
2 min readLast updated: Apr 12, 20262 views
Navigating the Dashboard
The Hisab dashboard is your command center for managing invoices, customers, and business finances. This guide will help you find your way around.
Dashboard Overview
When you log in, you'll see the main dashboard with key metrics:
Quick Stats Cards
- Total Revenue: Your total invoiced amount for the selected period
- Outstanding: Unpaid invoice amounts
- Overdue: Invoices past their due date (shown in red if any)
- This Month: Current month's invoice total
Quick Actions
- New Invoice: Create a new invoice instantly
- New Customer: Add a customer to your database
- View Reports: Access your financial reports
Sidebar Navigation
The left sidebar contains all main sections:
| Section | Description |
|---|---|
| Dashboard | Overview and quick stats |
| Invoices | All your invoices (draft, sent, paid) |
| Credit Notes | Manage credit notes and refunds |
| Recurring | Set up automatic recurring invoices |
| Customers | Your customer database |
| Documents | Invoice archive and document storage |
| Reports | Revenue, tax, and customer reports |
| Settings | Account and organization settings |
Top Navigation Bar
Organization Switcher
If you manage multiple companies (Fiduciaire plan), click your organization name to switch between them.
Notifications
Click the bell icon to see:
- Payment received alerts
- Overdue invoice reminders
- System notifications
Language Toggle
Switch between French, English, and Arabic at any time.
Profile Menu
Access your profile settings, team management, and logout.
Keyboard Shortcuts
Speed up your workflow with these shortcuts:
| Shortcut | Action |
|---|---|
N | New Invoice |
C | New Customer |
S | Search |
/ | Focus search bar |
Search
The global search bar finds:
- Invoices by number or amount
- Customers by name or ICE
- Recent documents
Just start typing to see results instantly.
Next Steps
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