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User guide Inexchange

The Dashboard and How It Is Used

  1. USER GUIDE
    1. Dashboard
    2. User details
    3. Switch between companies
    4. Change password
  2. INVOICES
    1. Activate “Create invoice”
    2. Create invoice
    3. Credit invoice
    4. Invoices to manage
    5. - Select and change delivery method
    6. - Add attachment
    7. - Correct invoice
    8. Sent invoices
    9. Received invoices
    10. Copy an invoice
  3. REGISTERS
    1. Customers
    2. Suppliers
  4. SETTINGS
    1. Subscriptions
    2. General – Company info
    3. General – Contact info
    4. General – Reports
    5. General – User management
    6. Cancellation of the service
    7. Cancel the termination
    8. Accounts receivable – FTP settings
    9. Accounts receivable – Invoice settings
    10. Accounts receivable – Print settings
    11. Accounts payable – Reference management
  5. SUPPLIER INVOICE BASIC
    1. Activate Supplier Invoice Basic in Inexchange
    2. When an invoice is received
    3. Your company is already registered in Peppol
  6. INEXCHANGE STORE
    1. Change Customer Invoice Subscription
  7. OTHER
    1. PDF upload
    2. Verify company details
    3. Signing process

The Dashboard in Inexchange is your start page with a clear overview of invoices, statistics, and quick access to key functions. By using the clickable tiles and the menu on the left, you can quickly navigate to the right section and continue your work.

Overview of the Dashboard in Inexchange

What is the Dashboard in Inexchange?

The Dashboard in Inexchange is an overview page that appears immediately after you log in. Many users search for the answer to the question: How does the Dashboard in Inexchange work? Each tile on the page provides a summary of your received invoices, sent invoices, and other key parts of the services you use.

What do the information tiles show?

Each tile displays a specific part of your invoices and registers. The tiles give you a quick snapshot of your current status.

  • Received invoices
  • Invoices to manage
  • Total received invoices YTD (Year To Date)
  • Sent invoices
  • Total sent invoices YTD

You can click the purple text inside each tile to view more detailed information. All functions are also available through the menu on the left side.

How to use the Dashboard
  1. Log in to Inexchange.
  2. Locate the tiles relevant to your invoices and registers.
  3. Click the purple text to open the selected function.
  4. Use the left menu if you want to go directly to a section.
Tips
  • The Dashboard only shows content for active services.
  • If a tile is missing, the service may not be included in your subscription.
  • Use the left menu if you want to navigate faster.

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