Get started with the home page
Use the home page to review key business metrics and open common actions. QuickStart can select an initial set of metrics from the business details provided during onboarding. The content also depends on your access profile, company data, and saved personalization.
For example, the home page can show cards for net income, cash accounts, unpaid invoices, sales orders, subscription metrics, and invoices compared with vendor bills. A new account may show zero values or No data yet until you enter transactions.
Use home page content
- Select an available action, such as Create invoice or Create vendor bill, to begin that workflow.
- Select a link on a card to open the related records or report.
- Point to a chart element to view more information when the chart supports it.
- In the global navigation, select Home to return to the home page from another work area.
Personalize the home page
- On the home page, select Personalize view.
- In Selected, choose the content you want to remove or drag content to change its order.
- In Available, choose the content you want to add. You can select up to eight items.
- Select Save.
QuickStart uses this view the next time you open the home page. Select Restore defaults in Personalize view to return to the content selected for your access profile.