Take command of your accounting practice with our purpose-built dashboard
Get complete visibility and control across all your clients in one powerful interface designed specifically for accounting professionals.
What you’ll learn in this video
How to navigate your new command center
- Access the Overview screen: Instantly see all active clients who have processed payments within your selected timeframe when you sign in
- Track payment metrics: View the number of payments made and total payment volume for each client, with customizable date filters to match your workflow
- Manage your client list: Use the search function to quickly find specific clients and control visibility through show/hide options and pagination tools
How to monitor client financial activity
- Review account status at a glance: See client names, account status, and upcoming bills all from your main dashboard view
- Stay ahead of due dates: Identify which clients have bills due in the next 30 days to proactively manage payment schedules
- Access detailed client information: Jump directly into client accounts, edit their details, or access deeper insights with a single click
How to maximize your dashboard’s capabilities
- Implement Pro Tips: Take advantage of featured suggestions to unlock additional Melio features like international payments or accounting software integrations
- Collaborate with your team: Invite team members directly from the dashboard and manage your full staff list as your firm grows
- Track your own firm’s finances: Manage your accounting practice’s financial activity from the same interface you use for clients
- Get support when needed: Access the Help Center or contact Support directly from your dashboard whenever you need assistance
- Switch between accounts effortlessly: Toggle between client accounts and your firm account with a single click for seamless workflow management
This content is for informational purposes only and should not be considered financial, legal, tax, or accounting advice. Melio does not provide professional advisory services. Always consult a qualified professional before making financial or business decisions.
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