Interface Layout<\/h2>\n\n\n\n
The header<\/strong> runs across the top and holds the notifications bell, the help button, the account name with the user menu, and an Outgoing Transactions<\/strong> counter showing how many of the plan’s transactions are used \u2014 a quick way to see how much of the plan is left before more transactions are billed.<\/p>\n\n\n\n The sidebar<\/strong> on the left lists the main areas: Home, Dashboards, Reminders, Business Partners, Workspaces, Master Data, Templates, Settings, Accounting, and Bin, with New<\/strong> at the top and Leave Feedback<\/strong> at the bottom. The collapse control narrows the sidebar to icons, which frees up screen width when working on a wide document.<\/p>\n\n\n\n A row of quick-action icons<\/strong> sits at the top of the working area for the tasks used most often, so common actions are one click away from any screen.<\/p>\n\n\n\n (screenshot: the interface with the sidebar, header, and quick-action toolbar)<\/em><\/p>\n\n\n\n The quick-action icons open the common tasks directly, without going through the menus:<\/p>\n\n\n\n The user menu in the top-right corner returns to My Accounts<\/strong>, where another account is selected without signing out. This is the way to move between accounts during the day \u2014 for example, from a company account to a personal one \u2014 while each keeps its own data, documents, and settings.<\/p>\n\n\n\n The bell in the header opens Notifications<\/strong>, with a count of unread items, so nothing waiting for action is missed. Notifications are split into two tabs: All<\/strong> and Summary Reports<\/strong> (periodic summaries, such as a weekly report). Each notification shows the sender, the event \u2014 for example, a document sent for review or an action taken on a document \u2014 and a timestamp. Mark all as read<\/strong> clears the unread state after catching up. Which events produce a notification, and on which channel, is set in Nastavenia<\/strong>, Notifications.<\/p>\n\n\n\n (screenshot: Notifications panel with the All and Summary Reports tabs and Mark all as read)<\/em><\/p>\n\n\n\n The help button opens the Guide<\/strong>, the place to look when a task is unfamiliar. It holds a search, Explore All Tutorials<\/strong> with short walkthroughs (for example, Add Bank Account, Add Business Partner), and links to Leave Feedback<\/strong>, Zdroje<\/strong>, and Get Support<\/strong>. A tutorial can run as a step-by-step tour that points to the controls on screen, guiding a new user through a task the first time.<\/p>\n\n\n\n (screenshot: Guide panel with tutorials and the Documentation and Get Support links)<\/em><\/p>\n\n\n\n Home is the starting point after opening an account \u2014 it surfaces what needs attention now. It shows Pending Outgoing Documents<\/strong> and Pending Incoming Documents<\/strong> with their counts and totals, My Reminders<\/strong>, and Invitations<\/strong>. Go to Dashboard<\/strong> opens the full document view when more than the day’s pending work is needed.<\/p>\n\n\n\n The Dashboard, opened from Dashboards<\/strong>, holds every document in the account with counters, charts, and the document list. It is the main place to track document flow and find a specific document.<\/p>\n\n\n\n The controls above the Dashboard are Workspace<\/strong> (limits the view to a workspace, so a team sees only its own documents), Filter<\/strong>, Saved Filters<\/strong>, Reset Filter<\/strong>, and a chart toggle.<\/p>\n\n\n\n Counters.<\/strong> The Outgoing Documents<\/strong> and Incoming Documents<\/strong> widgets count documents by state \u2014 Sent<\/strong>, Accepted<\/strong>, and Pending<\/strong> \u2014 with each state’s total value, giving an at-a-glance picture of what is agreed and what is still waiting. Values are shown in the account’s default currency set in Nastavenia<\/strong>, and amounts in other currencies are converted to it, so a mixed-currency account still totals in one figure. The currency selector changes the display currency.<\/p>\n\n\n\n Payment widgets<\/strong> summarize documents by payment state \u2014 Paid<\/strong>, Unpaid<\/strong>, and Partially Paid<\/strong> \u2014 for outgoing (Billing & Invoicing) and incoming (Report center), useful for seeing what is still owed. Payment state is managed on the Payments status management page.<\/p>\n\n\n\n Charts.<\/strong> The Outgoing and Incoming charts plot document value over time, with a legend for Sent \/ Received, Accepted, Rejected, and Pending \u2014 a quick read on trend across months. A period selector changes the grouping (for example, Monthly). The chart menu offers Copy PNG to Clipboard<\/strong> and Download PNG<\/strong>, for dropping a chart into a report or a message.<\/p>\n\n\n\n Document list.<\/strong> Each row shows the status, partner, subtype, date and document number, value and currency, and direction (Incoming or Outgoing), with History<\/strong> and Preview<\/strong> actions. New Document<\/strong> and Upload Document<\/strong> start a document from here.<\/p>\n\n\n\n Views.<\/strong> The view selector switches the list between Standard view<\/strong>, Post-processing view<\/strong> (payment columns and actions), and Validity view<\/strong> (validity dates) \u2014 pick the one that matches the task, such as chasing payments or checking expirations. The post-processing and validity views are covered on the Payments status management and Managing validity and expirations pages.<\/p>\n\n\n\n (screenshot: Dashboard with the Outgoing and Incoming counters, charts, and the document list; the view selector with Standard, Post-processing, and Validity)<\/em><\/p>\n\n\n\n Filter<\/strong> opens a panel that narrows the Dashboard by Obchodn\u00fd partner<\/strong>, Business Partner Tags<\/strong>, Amount From<\/strong> and Amount To<\/strong>, Period<\/strong>, Date From<\/strong> and Date To<\/strong>, Project<\/strong>, Document Type<\/strong>, Document Subtype<\/strong>, Inbound \/ Outbound<\/strong>, Status<\/strong>, and Document Tags<\/strong> \u2014 enough to pin down a single document or a whole set, such as every unpaid invoice from one partner this quarter. Reset<\/strong> clears the filter, Filter<\/strong> applies it, and Save Filter<\/strong> stores it for reuse.<\/p>\n\n\n\n Saved filters open from Saved Filters<\/strong>, where each can be marked as a favorite, edited, or deleted. A saved filter turns a search run often into a single click.<\/p>\n\n\n\n Note:<\/strong> The filter governs what the list shows and what an export contains. Only the filtered documents are exported. Export is run from the document list menu; see the Other Features page.<\/p>\n<\/div>\n\n\n\n (screenshot: Filter panel with its fields; the All Saved Filters panel with Edit and Delete)<\/em><\/p>\n\n\n\n My Reminders<\/strong> on the Home page and the Reminders<\/strong> page in the sidebar list the reminders attached to documents, so a follow-up on a specific document is not forgotten. Creating and editing reminders is covered on the Other Features page.<\/p>","protected":false},"excerpt":{"rendered":" In this help doc: how to move around ViaSpaces \u2014 the interface layout, quick actions, notifications, the Home screen, the Dashboard, and filters. The interface is the same across the account: a sidebar on the left, a header on top, and the working area in the middle. This page explains where things are and how […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"iawp_total_views":7,"footnotes":""},"doc_category":[59],"glossaries":[],"doc_tag":[],"class_list":["post-2867","docs","type-docs","status-publish","hentry","doc_category-documentation"],"year_month":"2026-08","word_count":1108,"total_views":"15","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Veronika Nedecka","author_nicename":"veronika-nedecka","author_url":"https:\/\/viaspaces.com\/sk\/author\/veronika-nedecka\/"},"doc_category_info":[{"term_name":"Documentation","term_url":"https:\/\/viaspaces.com\/sk\/docs-category\/documentation\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2867","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/comments?post=2867"}],"version-history":[{"count":5,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2867\/revisions"}],"predecessor-version":[{"id":2874,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/docs\/2867\/revisions\/2874"}],"wp:attachment":[{"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/media?parent=2867"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/doc_category?post=2867"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/glossaries?post=2867"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/viaspaces.com\/sk\/wp-json\/wp\/v2\/doc_tag?post=2867"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Quick Actions<\/h2>\n\n\n\n
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Switching Accounts<\/h2>\n\n\n\n
Notifications<\/h2>\n\n\n\n
Help and Guide<\/h2>\n\n\n\n
Home Screen<\/h2>\n\n\n\n
Dashboard<\/h2>\n\n\n\n
Filters<\/h2>\n\n\n\n
![\"\"](\"https:\/\/viaspaces.com\/wp-content\/uploads\/2026\/07\/lightbulb-line.svg\")
<\/figure>\n\n\n\nReminders<\/h2>\n\n\n\n