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Dashboard Navigation Basics

This guide explains how to navigate your Fiskl dashboard and access different areas of the application efficiently.

Understanding the Layout​

Fiskl uses a three-part layout:

  1. Left Sidebar: Main navigation menu with expandable sections
  2. Top Header: Search, Quick Actions, notifications, and user menu
  3. Main Content Area: The Dashboard or selected page content

Using the Sidebar Menu​

The sidebar organizes features into logical groups:

Dashboard

  • Your home page showing key metrics and summaries
  • Select Dashboard at the top of the sidebar to return here anytime

Sales

  • Invoices
  • Recurring Invoices
  • Quotes (if available)
  • Clients

Purchases

  • Time tracking
  • Mileage tracking
  • Vendors
  • Expenses
  • AI Expenses (expense capture)

Accounting

  • Chart of Accounts
  • Reports
  • Multi-journal entries
  • Transactions

Products & Services

  • Your service catalog and product inventory

Banking

  • Connected bank accounts and transactions

Team Members

  • User management and permissions

Expanding Menu Sections​

Sections with a chevron icon (>) contain submenu items:

  1. Select the section name (e.g., Sales)
  2. The section expands to show available options
  3. Select a submenu item to navigate to that page
  4. The section remains expanded until you collapse it

Collapsing the Sidebar​

On mobile or smaller screens:

  1. Select the menu icon (three horizontal lines) in the top-left
  2. The sidebar slides in from the left
  3. Select outside the sidebar or the close icon to hide it

Using Quick Actions​

The Quick Actions button in the top-right provides shortcuts to common tasks:

To use Quick Actions:

  1. Select + Quick Actions in the top-right corner
  2. Choose from options like:
    • Create Invoice
    • Record Expense
    • Log Time
    • Add Mileage
  3. The relevant form opens in a modal or new page
tip

Quick Actions adapt based on your permissions. You only see options for features you can access.

Navigating Widget Content​

Dashboard widgets are interactive:

To view details:

  1. Select the widget title or View All link
  2. You navigate to the full page for that feature
  3. Use your browser's back button or the sidebar to return

Example:

  • Select View All on the Invoicing widget
  • You navigate to the full Invoices page
  • Select Dashboard in the sidebar to return

Understanding Active States​

The sidebar highlights your current location:

  • Bold text: The active page you're viewing
  • Background color: The active section is highlighted
  • Expanded section: The parent category of your current page stays open

Some pages show breadcrumbs below the header:

Dashboard > Sales > Invoices > Invoice #001

To navigate with breadcrumbs:

  1. Select any level in the breadcrumb trail
  2. You navigate back to that section
  3. This provides a quick way to move up levels

User Menu Options​

Select your avatar or name in the bottom-left sidebar to access:

  • Settings: Personal and company settings
  • Subscriptions & Billing: Manage your Fiskl subscription
  • Log out: Sign out of your account

Keyboard Navigation​

Speed up navigation with keyboard shortcuts:

ShortcutAction
Ctrl+/ or Cmd+/Focus search bar
EscClose modals or panels
TabNavigate between fields
EnterConfirm actions

Search Functionality​

The search bar in the top header finds:

  • Invoices by number or client name
  • Expenses by vendor or description
  • Clients and vendors by name
  • Transactions by amount or account

To search:

  1. Select the search bar or press Ctrl+/
  2. Enter your search terms
  3. Results appear as you type
  4. Select a result to view that record

Mobile Navigation​

On mobile devices:

  1. Tap the menu icon to open the sidebar
  2. Tap section names to expand submenus
  3. Swipe right from the left edge to open the sidebar
  4. Tap outside the sidebar to close it

Permission-Based Navigation​

Menu items adapt to your role:

  • Full Account Access: See all menu sections
  • Billing & Invoicing: See Sales and Purchases sections
  • Limited Access: See only Time and Mileage

If you don't see a menu item, you may not have permission. Contact your account administrator to request access.

Tips for Efficient Navigation​

Use the Dashboard as your home base: Return to the Dashboard frequently to check metrics and access Quick Actions.

Keep frequently used sections expanded: The sidebar remembers which sections you leave open.

Bookmark specific pages: Save direct URLs to pages you visit often (e.g., the Invoices list).

Learn the keyboard shortcuts: Using Ctrl+/ for search saves time over using your mouse.