---
title: Auditsafe Dashboard Overview
description: 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
---

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1. [Apxium Help Center](https://support.apxium.com/knowledge?hsLang=en)
2. [Apxium Audit Safe](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en)
3. [General Features](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#general-features)

# Auditsafe Dashboard Overview

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.

![](https://support.apxium.com/hubfs/Audit%20Safe%20Dashboard%20Overview%20New-png.png)

 

**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.

![](https://support.apxium.com/hubfs/Audit%20Safe%20Dashboard%20Overview%20New%20Non%20Integrated-png.png)

- [Article Navigation Guide](https://support.apxium.com/knowledge/article-navigation-guide?hsLang=en#main-content)

    - [Article Navigation Guide](https://support.apxium.com/knowledge/article-navigation-guide?hsLang=en#article-navigation-guide)
- [Apxium Collect](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#main-content)

    - [General Features](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#general-features)
    - [Communications](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#communications)
    - [Client Experience](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#client-experience)
    - [Payments, Settlements & Reconciliations](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#payments-settlements-reconciliations)
    - [Engagement / Proposals](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#engagement-proposals)
    - [APX Auto (Direct Debiting Invoices)](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#apx-auto-direct-debiting-invoices)
    - [Instalment Agreements (Non-SOR On Balance Sheet Instalments)](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#instalment-agreements-non-sor-on-balance-sheet-instalments)
    - [Professional Fee Funding (SOR) - Funded Instalments](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#professional-fee-funding-sor-funded-instalments)
    - [Reports](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#reports)
    - [Integrations](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#integrations)
    - [Onboarding Articles & Other Helpful Guides](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#onboarding-articles-other-helpful-guides)
- [Apxium Audit Safe](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#main-content)

    - [General Features](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#general-features)
    - [Creating Offers/Subscriptions](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#creating-offers-subscriptions)
    - [Offer Emails and Documentation](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#offer-emails-and-documentation)
    - [Accepting / Declining Audit Safe Subscription](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#accepting-declining-audit-safe-subscription)
    - [Active Audit Safe Subscriptions](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#active-audit-safe-subscriptions)
    - [Audit Safe Renewal / Rollover](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#audit-safe-renewal-rollover)
    - [Pricing](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#pricing)
    - [Others](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#others)
- [Apxium Pay My Bill](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#main-content)

    - [Pay My Bill](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#pay-my-bill)
    - [Payments and Settlements](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#payments-and-settlements)
    - [Communications](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#communications)
    - [APX Auto (Direct Debiting Invoices)](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#apx-auto-direct-debiting-invoices)
    - [Payrix](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#payrix)
- [Client POS - Non Integrated \[North America\]](https://support.apxium.com/knowledge/client-pos-non-integrated-north-america?hsLang=en#main-content)

    - [Client POS - General Features](https://support.apxium.com/knowledge/client-pos-non-integrated-north-america?hsLang=en#client-pos-general-features)
- [APX Capital - Tax Pay for Introducers](https://support.apxium.com/knowledge/apx-capital-tax-pay-for-introducers?hsLang=en)
- [APX Capital - Tax Pay For Borrowers](https://support.apxium.com/knowledge/apx-capital-tax-pay-for-borrowers?hsLang=en)

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