The dashboard

The dashboard is the Home tab on your phone and Dashboard in the sidebar on a computer.

Outstanding

The big number at the top is Outstanding: the total of all invoices with the status Sent — invoices you've sent that haven't been marked paid. Under it you'll see how many invoices are awaiting payment.

Two buttons sit under the total: Scan receipt and New trip.

The three tiles

• Active trips — trips you haven't invoiced yet. Tap to open Trips.
• Unpaid invoices — invoices with the status Sent. Tap to open Invoices.
• Receipts to review — receipts still Pending (uploaded but not approved). Tap to open Receipts. See Review, approve, or reject a receipt.

Finish setting up

This optional checklist shows only what's left to do:

• Add your mailing address — it prints on your invoices.
• Add your first client — needed before you can start a trip or an expense report.
• Upload your W-9 — so you can attach it to an invoice.
• Add payment details — generates a payment info sheet for your invoices.

Tap the X to hide it on that device.

Recent trips and invoices

Below, you'll see your five most recent trips and invoices with their status. Tap See all to open the full list. A brand-new account instead shows Welcome to CrewRoo! with a Start Your First Trip button.