Understanding your Workspace dashboard

Confirm the business you are viewing

The Working on area in the top bar shows the current business. If your account manages several businesses, use the selector to switch before opening an estimate, invoice, subscription, or task.

Current subscription

The dark account panel shows:

• plan name and status
• whether task access is active
• billing amount and currency
• start date
• renewal or expiry date

Before payment is confirmed, the dashboard may show Pending payment, After payment confirmation, or Calculated after payment instead of active dates.

Items needing action

The summary counts open invoices and estimates awaiting a response. The sections below link directly to:

• Invoices needing attention
• Estimates awaiting response
• Recent tasks
• Recent activity

Select View all in a section to open its complete list.

Notifications and recent activity

Use the bell in the top bar to open the notification centre. New account and workflow updates appear there. Mark all read clears the unread indicator but does not delete the records involved.

The recent-activity timeline shows client-visible events for the current business. Follow the linked item for its full details.

When the task button is unavailable

You can still review estimates, invoices, payments, and existing tasks. Create new task appears only when task access is available through an Active or Manual active subscription, or when BizRx has enabled an account override.