BizView Overview
What is BizView?
Your business control center that brings together real-time insights, pending actions, and document access in one unified workspace. Monitor business health, manage approvals, and retrieve documents without navigating through multiple modules or screens.
Who Uses This?
Business Owners
Get 360° view of business performance and critical pending actions
Department Heads
Monitor team performance and approve department requests
Finance Teams
Track financial metrics, approve transactions, access documents
All Users
Start their day with dashboard insights and pending task visibility
Key Features
Business Intelligence
Real-time dashboard displaying financial health, sales trends, and cash flow
Visual analytics with interactive charts for profit & loss and cash movement
Key metrics including AR, AP, inventory value, and open orders at a glance
Workflow Management
Centralized approvals for all pending requests across purchase, sales, finance
Document vault with auto-organized folders for all business files
Quick actions to approve, reject, or access documents without module switching
How It Works
Typical Workflow
Start your day - Open Dashboard to review overnight changes and business metrics
Check pending actions - Navigate to Approvals to review and action requests
Access documents - Use Vault to retrieve or upload required business files
Make decisions - Use insights from all three components for informed actions
BizView Components
| Component | Purpose | What You Get |
|---|---|---|
| Dashboard | Business performance monitoring | Real-time AR/AP, P&L trends, cash flow, inventory value, sales overview |
| Approvals | Workflow authorization | Pending requests, approval hierarchy, reject/approve actions, audit trail |
| Vault | Document management | Organized file storage, entity-wise folders, search & download, secure access |
Getting Started
| Component | Quick Start Guide | Time Required |
|---|---|---|
| Dashboard | View Dashboard Overview | 5 minutes |
| Approvals | Manage Approvals | 10 minutes |
| Vault | Access Document Vault | 5 minutes |
Related Sections
- Items - Product and inventory management
- Purchase - Procurement workflows
- Sales - Customer and order management
- Reports - Detailed business analytics
Quick Tips
Best Practices
Make BizView your landing page - configure it as default in user settings for instant access to business pulse
Review Dashboard and Approvals together each morning to prioritize urgent actions based on business metrics
Use Vault to attach documents while approving requests - keeps all related files organized and accessible
Need help? Contact support at support@bizconnekt.com