Navigating the Dashboard
Understand the layout and key sections of your Saldo dashboard.
3 min readThe dashboard is your central hub for everything in Saldo. Here is a breakdown of each section.
Sidebar navigation
The left sidebar gives you quick access to all major areas: Dashboard, Invoices, Bills & Receipts, Bank Matching, and Settings. On mobile, tap the menu icon to reveal the sidebar.
Overview cards
At the top of the dashboard you will see summary cards showing outstanding invoices, pending bills, and recent activity. These update in real time as you work.
Activity feed
Below the summary cards is a chronological feed of recent actions — invoices sent, payments received, receipts uploaded, and more. Click any item to jump to its details.
