Navigating the Interface

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Overview

This guide outlines the common user interface elements available throughout many DASH pages and helps you quickly navigate, customize, and export data across modules.

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Sidebar

The sidebar is located to the left of the DASH interface, and gives you access to DASH’s modules in alphabetical order, along with the Dashboard. The sidebar is customized to your user permissions, so your sidebar may look different than the following example. The sidebar provides the following options:

• DASH Icon: Go to your Dashboard.
• Your Company Icon: Change what company’s DASH instance you are viewing. You will likely only have access to one DASH instance.
• Dashboard : Go to your Dashboard.
• Click on any module (such as Accounting) to view its submodules (such as Accounts Payable). Click on a submodule to view its interface.
• Left-Arrow icon (bottom of sidebar): Click it to collapse the sidebar. Click it again to expand the sidebar.
• Three-Line icon (beside the DASH logo): Hide the sidebar completely. Click it again to reveal the sidebar.

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Topbar

The topbar is located at the top of the DASH interface, and gives you access to several Support Center options, useful buttons like Screenshot and Favorite, and your profile information. The topbar provides the following options:

• Three-Line icon: Hide the sidebar completely. Click it again to reveal the sidebar.
• What’s new! : Explore new DASH features.
• Screenshot (Camera) icon: Take a screenshot of your current page and save it to your device.
• Favorite (Star) icon: Add and manage Favorite pages, pinning them for quick access. You can add your current page to your Favorites with Favorite → + Add Current Page.
• Profile icon: View and manage your user profile.
• Logout icon: Click to securely sign out of DASH.

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Dashboard Interface

Your DASH dashboard contains a customized set of widgets showing data from across your DASH modules. They give you a high level view of what’s happening in your company. Each Dashboard widget contains a toolbar for viewing, filtering, and downloading the widget’s data. The widget toolbar never allows you to modify the data directly. The widget toolbar’s specific buttons depend on the widget’s functionality, but in the above example, the highlighted toolbar contains:

• $ MTD/$ YTD/$ Prev/$ -6M/$ -12M: Filters the data shown to a specific time period, such as:
  • Month-to-date (MTD)
  • Year-to-date (YTD)
  • The previous month (Prev)
  • The previous six months (-6M)
  • The previous year (-12M)

• Day/Week/Month: Groups data shown by day/week/month.
• Expand icon: Expands the widget across your Dashboard.
• Download icon: Downloads a screenshot of the widget.
• CSV icon: Exports the widget’s data as a CSV file.

The bottom of the Dashboard has a Screenshot Dashboard button: Take a screenshot of your Dashboard.

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Submodule Interface

Each submodule has a custom interface depending on its functionality. You can explore each submodule and its specific interface at: Overview of DASH Modules However, many submodules share common interface features. The following example uses the Accounting → Accounts Payable submodule to explain these features.

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Submodule Tabs

Some submodules contain various tabs, located under the topbar. Tabs offer a wide range of functionality within submodules, and can contain submodule dashboards, database views, add/create/manage options, and much more. The tab you’re currently viewing is highlighted. Click on another tab to view that one instead. Tabs are interconnected, and changing data on one tab can be reflected in others. In the above Accounts Payable example, you can create an Invoice in the Invoices tab, then manage payments for that invoice in the Payments tab, and view forecasted payments in the A/P Payment Forecast tab.

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Submodule Toolbar

Many submodule tabs have a toolbar that offers useful functions for completing key tasks. The toolbar is generally divided into workflow buttons to the left and table buttons to the right. Workflow buttons change depending on the submodule tab, but in the above example include:

• + Add New Invoice: Create a new invoice.
• Post All Available Invoices: Post available invoices to the ledger.
• Download Files for Selected Invoice: Download all content associated with a chosen invoice.
• Connect to Zoho Expense: Sign into your Zoho account to integrate it with DASH.

Table buttons appear in submodule tabs with tables, and allow you to view or download the associated data. Hover your cursor over the buttons to see their names. The buttons are:

• Refresh: Refreshes the table’s data, which is useful if the data seems out of date.
• Export to Excel: Exports and downloads the table’s data in Excel format.
• Export to CSV: Exports and downloads the table’s data in CSV format.
• Export to PDF: Exports and downloads the table’s data in PDF format.
• Copy to Clipboard: Copy the table’s data to your clipboard.
• Print: Prints the current table view.
• Show/Hide Columns (Eye icon): Toggle which table columns you can view and hide.

Learn more about navigating tables in Table Interface below.

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Submodule Content

Each submodule contains content in the center of the page, which can include:

• Table views, allowing you to view, manage, and download specific data.
• Information input pages, allowing you to create/add/manage discrete items, such as Invoices, Parts, Work Orders, and more.
• Submodule dashboards, showing you a high level view of your submodule data.

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Table Interface

You’ll also see many tables across different submodules. While features vary by context, most tables support the following:

• Sorting: Click a column header to sort.
• Multiple column sorting: Hold Shift and click several column headers.
• Shift-clicking shows multiple sort arrows across columns. Clicking without Shift returns to sorting by one column.
  The screenshot shows an example of Multiple column sorting, with 3 columns’ arrows lighting up.If you’re sorting by one column, only that column’s arrow will light up.
• Searching: Type in the empty fields under column headers to filter your results (e.g., typing “121” under Customer ID would show you all customer IDs that include “121”).
• Summation Rows: Numeric columns often include totals at the bottom of the table.
• Result Count: Bottom-left corner shows the number of results and which ones you’re viewing (e.g., 39 of 457 entries).
• Pagination: Large datasets (like Finished Goods) load in batches of 10 by default for performance.
  • You can use the page selector at the bottom to navigate to the next pages, or the last page.
  • You can also choose to load in batches of 25, 50, 100, or show all items.
  
• Color Legend: Some tables use color coding (e.g., open orders) for items. You can find a legend at the bottom to explain the colors.
• Action Column: Buttons for row-specific actions (edit, delete, activate, deactive, etc.) appear either in the first or last column.

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Next Steps

• Explore each DASH module from the Overview of DASH Modules page.