The dashboard

The dashboard is the first page Admins and Accountants see after signing in. Employees go straight to Receipts.

When your plan includes email forwarding, admins see a strip at the top: Forward receipts to with your address and a button to copy it. When emails from people SlipInbox doesn’t know are waiting, it also shows Unknown senders waiting; see Decide on unknown senders. If forwarding is off, the strip links to Email settings instead.

This month sums up the calendar month so far, by the date on each receipt:

Dated this month

Receipts whose date falls in this month. A receipt with no date read counts on the day it arrived.

Approved

How many of those are approved or exported, and how many are still to approve.

Spent

What those receipts add up to, rejected ones left out. Receipts still to approve are included.

Largest receipt

The biggest single receipt this month, and its merchant.

Money is shown in the currency most of this month’s receipts use. Amounts in other currencies appear under Spent as “Also …”, each on its own. SlipInbox never adds different currencies together or converts them.

Needs a look lists receipts nobody has decided on yet, from every month, so you can deal with them before they go into an export. Links at the top open the receipts list filtered to each kind:

• Needs review: SlipInbox has a doubt; see Why a receipt needs review.
• Failed: reading didn’t finish; see When reading fails.
• Ready to approve: read with no doubts and waiting for a decision.

Review opens the review queue to go through them one by one; see The review queue and keyboard shortcuts. When everything is done, the card says “Nothing to check right now.”

Latest shows the newest receipts, uploaded or emailed. All receipts opens the full list.

Top categories and Top merchants show where this month’s money went, in the month’s main currency. Press any line to open Reports narrowed to it, or press Reports for the whole month.