Welcome to the AuditSafe dashboard! This is a brief explanation of what you would see once you logged in.
The blue bar on top gives you the option to toggle between different dashboards (if you have multiple dashboards or multiple Apxium products) and an admin page for you to see the Users page and Emails sent to the clients.
1. Data Extracted from Accounting Package [Integrated Systems]
If you are using any of our integrated systems such as Xero, MYOB, CCH, APS, or GreatSoft, this is the page you will find the live data set from your accounting package.
2. Audit Safe Workflow
As you create subscriptions, the data moves below the line to see the Offer Progress.
3. Reporting
See the progress of the subscriptions offered. You are able to extract a report from this page as well.
4. Emails
Records all the emails sent to the client.
5. Settlements
Records all the actual payments that are settled to your firm.
6. Pricing
Universal pricing table that automatically flows into your dashboard
7. Users
This is where you can set up various users.
8. Accounts Receivable
A button that will direct you to your Collect System
All of the data in your workflow can be exported into a CSV or PDF file.
This is how the dashboard looks like for Non-Integrated System users. The default page is the Being Edited section.
