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How Do I Navigate the Purchase Dashboard

There isn't a dedicated "Purchase Dashboard" separate from the Bills page - the Insights panel at the top of Pay & Expenses → Bills serves that purpose.

Steps

  1. Go to Pay & Expenses → Bills.
  2. Review the Insights panel: Total Outstanding, Paid This Week, Overdue Balance, Draft Bills.
  3. Click "See More" to expand Overdue Bills, Approaching Due (7D), Upcoming Bills (Week/Month), and Guardrail Triggers.
  4. For company-wide financial reporting, use Reports in the main sidebar instead.

Related Articles

  • Where Can I View All My Bills?
  • How Do I Track Outstanding Bills?
  • What Is the Purchase Module in Sumung?

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