Dashboard overview
The dashboard is your home screen in eggz. It gives you a snapshot of your business finances and quick access to upload new documents.
The top of the dashboard shows four summary widgets for the current month:
| Widget | What it shows | Data source |
|---|
| Monthly Spend | Total outbound expenses | Receipts + Bills from Xero |
| Revenue | Total inbound income | Invoices from Xero |
| Quote Pipeline | Value of open quotes | Quotes from Xero |
| Expense Breakdown | Spending by category | Categorised receipt line items |
Widgets update automatically as new data syncs from Xero or as you upload new receipts.
Upload area
Below the widgets, a drag-and-drop zone lets you quickly upload receipts. Drop a PDF or image file to start processing immediately. See Uploading Documents for details.
Recent activity
The dashboard shows a notification inbox with your most recent activity — processed receipts, sync updates, and other events.
Receipt table
Below the activity feed, a table shows your recent receipts with status, merchant, amount, and date. Click any row to open the receipt detail view.
Navigation
Desktop
The desktop header contains:
| Element | Location | Purpose |
|---|
| eggz logo | Top left | Click to return to the dashboard |
| Main menu | Top centre | Home, Sales, Expenses, Quotes, Customers |
| Search | Top right area | Search across your documents |
| Dark mode toggle | Top right | Switch between light and dark themes |
| Settings | Top right icon | General, Billing, Users, Integrations |
| Notifications | Top right bell | View recent activity and updates |
| Profile | Top right avatar | My Profile, Sign Out |
Main menu items
| Menu Item | Page | What you will find |
|---|
| Home | / | Dashboard with analytics, upload area, recent receipts |
| Sales | /invoices | All sales invoices synced from Xero |
| Expenses | /expenses | Receipts and bills in tabbed view |
| Quotes | /quotes | All quotes synced from Xero |
| Customers | /accounts | Customer accounts synced from Xero |
- Top bar: Logo, settings, notifications, profile
- Bottom dock: Home, Camera (quick capture), Expenses
The camera button on the mobile bottom dock opens your device camera to photograph a receipt. The photo is automatically uploaded and processed.
Settings tabs
Access settings from the gear icon in the header. Settings are organised into four tabs:
| Tab | What you can configure |
|---|
| General | Workspace name, timezone, reporting currency, industry |
| Billing | View and manage your subscription plan |
| Users | Invite and manage team members |
| Integrations | Connect or disconnect Xero and Gmail |
