Home Page

The Home Page serves as your central dashboard, surfacing jobs that require your immediate attention and providing quick access to key financial metrics.

Overview

When you log in, the Home Page displays a prioritized view of all jobs awaiting your action—whether you need to approve them or you've been assigned as a reviewer.

KPI Cards

The top of the page displays summary metrics you can drill into:

• Active Overbillings — Total dollar amount of overbillings across all active jobs

• Active Value — Cumulative value of all active invoices in the system

Click any KPI card to view the underlying jobs contributing to that metric.

Exceptions & Disputes

This section highlights jobs requiring special attention - review expections and disputes on jobs you own or those assigned to your teams.

Allowing you to quickly assess financial impact and prioritize resolution.

Awaiting Your Approval or Assigned Review

This table lists all jobs where:

• You are the designated current approver, or

• You have been assigned as a reviewer

For each job, you can see the job number, creation date, last updated date, cost, overbillings, underbillings, labels, and current status.

Taking Action

You can approve jobs directly from the Home Page without navigating to individual job details. Use the Review & approve button next to any job to complete your review and move the workflow forward.