The dashboard is your overview of tasks and key figures in Payfriend: what’s waiting, what’s running automatically, and where you stand on documents, bank, and sales. It doesn’t replace reports in e-conomic/Dinero/Billy — it shows Payfriend work.
Why it matters
Without a single overview you drown in tabs and inboxes. The dashboard points to what needs action so you can get up to date in minutes (often via mobile swipe).
What you typically see
Content depends on modules and data, but often:
Waiting tasks — bills, documents, bank items, approvals
Key figures — e.g. outstanding invoices, unmatched items, cash-related numbers
Recent activity — bookings, matches, payments (see also Activity)
VAT — access to VAT overview as its own module when enabled
Sidebar badges (Bills, Bank, Documents) often mirror the same “needs attention” queues.
Included / not included
Included | Not included |
Live status of Payfriend queues | Full annual report / official accounts |
Shortcuts into modules | Replacing your bank app |
Activity feed (with permissions) | Data from systems that aren’t connected |
What you should do
Start with attention badges in navigation
Clear document and bill queues (approve / book / pay)
Run bank reconciliation if items are unmatched
Use Activity to trace what happened when
Related
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