What are the actions you can do directly from the home screen?

What are the actions you can do directly from the home screen?

You can carry-out following actions from BizPilot home screen. 
  1. Searching anything across the platform 
  2. Using + (plus) sign add new items (i.e., invoice, customer, and goods/ services), record payments, and upload expenses 
  3. Changing the organization 
  4. Completing your compliance tasks 
  5. Viewing all Receivables 
  6. Viewing  Payables 
  7. Viewing All customers 
  8. Viewing All invoices 
  9. Viewing Invoice payments 
  10. Viewing All vendors 
  11. Viewing Receipt inbox 
  12. Using Reports to access different financial reports 
  13. Access the income and expense graph 
BizPilot Home screen

  1. Uploading an expense 
  2. Viewing Payments to be received 
  3. Accessing Revenue overview 
  4. Contacting your BizPilot advisor
  5. Opening Expense receipts 
  6. Opening the



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