Navigate the User Interface

You can use the service's User Interface, called the Dashboard, to operate and configure the service.

The Vertex O Series Cloud user interface includes three main panes that help you manage context, navigate features, and configure your setup:

  • The contextual bar at the top of the window lets you switch products, partitions, business events, and effective dates. You also use it to log out.
  • The navigation menu provides access to features organized by functional areas.
  • The feature pane displays the currently selected feature and serves as the workspace for configuration, management, and reporting activities.
The user interface includes the contextual bar, navigation menu, and feature pane.

The user interface includes the contextual bar, navigation menu, and feature pane.

Navigate the user interface

Here's a list of user interfaces supported in the service:

User interfaceDescription
Sales SummaryView the global customer sales distribution for each country and region.
ValidatorEverything you need to configure and manage tax number validations.
ReportsEverything you need to configure and manage reporting and notification capabilities.
Invoice IQEverything you need to configure and manage tax-compliant digital invoices.
SettingsEverything you need to configure and manage account and system settings.