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Client Dashboard

Client Dashboard for Darkroom Touring LLC with tasks and balances

Client Dashboard is the landing page after you open a client.

Typical blocks:

  • Task counts for invoices to enter, review, approve, or pay
  • Balance and recent activity
  • Mass upload — Quick Documents Upload on the right. Drop PDF / CSV / OFX / QFX (20 MB), then categorize. See Upload documents.

Use the left rail to go deeper (All Invoices, Debits & Credits, Reporting, and so on).

Coverage Mode may appear if you opened a client you are not assigned to. Treat that as a warning, not a full access grant — the server still enforces Access.