> For the complete documentation index, see [llms.txt](https://documentation.opencollective.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.opencollective.com/fiscal-hosts/dashboard-navigation.md). # Dashboard Navigation The dashboard sidebar groups tasks by what you are trying to do. The layout depends on your account type (individual, collective, organization, or fiscal host) and your role on that account. If you use the **Sidebar Reorganization Incoming/Outgoing** preview feature (enabled by default for many accounts), money-in and money-out sections use the labels below. See [Preview Features](/advanced/preview-features.md) to turn this on or off. ## Account switcher Use the account switcher in the top-left corner to move between profiles where you hold a role (personal account, collective admin, organization admin, fiscal host admin, and so on). The sidebar updates to show tasks relevant to the selected account. ## Sidebar groups by account type ### Fiscal hosts and organizations with money management | Sidebar group | Pages | Typical tasks | | ---------------------- | ------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- | | **Overview** | Overview | Balances, setup checklist, key metrics | | **Accounts** | Accounts | Projects, events, and connected accounts (collectives and organizations) | | **Outgoing Money** | Pay Disbursements, Paid Disbursements, Approve Payment Requests, All Payment Requests, Outgoing Contributions | Review, approve, and pay expenses; track outgoing contributions from this account | | **Incoming Money** | Incoming Contributions, Expected Funds, Incomplete Contributions, Issued Payment Requests | Track contributions received, pending bank transfers, and payment requests you submitted | | **Internal Transfers** | Internal Transfers | Move funds between accounts you manage (preview) | | **Funds & Grants** | Hosted Funds, Hosted Grant Requests, Grants, Approve Grant Requests | Manage grant programs and hosted funds | | **Ledger** | Transactions, Bank Account Sync, CSV Imports | Full transaction history and off-platform reconciliation | | **Hosting** | Hosted Collectives, Applications | Manage hosted collectives and incoming applications | | **People** | People | Search accounts, roles, KYC status, and exports | | **Vendors** | Vendors | Vendor directory for your host | | **Reports** | Transactions, Expenses, Contributions | Downloadable reports | | **Settings** | Info, Fiscal Hosting, Receiving Money, Sending Money, and more | Account configuration | ### Hosted collectives Hosted collectives see a smaller set of sections focused on fundraising and spending: **Overview**, **Outgoing Money** (or **Expenses** without the preview), **Incoming Money** (or **Contributions**), **Transactions**, **Contributors**, **Tiers**, **Team**, and **Settings**. ### Individual accounts Individuals typically see **Overview**, **Payment Requests** (or **Expenses**), **Contributions** (outgoing contributions you made), **Transactions**, and **Settings**. ## Old label to new label reference Use this table when following older documentation or support articles that reference previous sidebar names. | Previous label | New label (with sidebar reorg preview) | Notes | | ----------------------------------------------- | --------------------------------------------- | ------------------------------------------------- | | **Expenses** (fiscal host) | **Outgoing Money** | Host expense workflows are split across sub-pages | | Expenses - ready to pay | **Outgoing Money > Pay Disbursements** | Expenses approved and awaiting payment | | Expenses - all | **Outgoing Money > All Payment Requests** | Full expense list | | Expenses - approve | **Outgoing Money > Approve Payment Requests** | Expenses pending collective or host approval | | **Contributions** (fiscal host) | **Incoming Money** | Received money and related workflows | | Contributions - received | **Incoming Money > Incoming Contributions** | Financial contributions to hosted accounts | | **Expected Funds** | **Incoming Money > Expected Funds** | Pending offline or bank contributions | | **Incomplete Contributions** | **Incoming Money > Incomplete Contributions** | Contributions that need follow-up | | Contributions - from this account | **Outgoing Money > Outgoing Contributions** | Contributions this account made to others | | Expenses - submitted by this account | **Incoming Money > Issued Payment Requests** | Payment requests you submitted | | **Collectives** | **Hosting > Hosted Collectives** | List of hosted collectives | | **Contributors** (on hosted collective) | **Contributors** | Unchanged for hosted collectives | | **Contributors** / community (fiscal host) | **People** | Host-wide account directory | | **Transactions** (with money management) | **Ledger > Transactions** | Full ledger view | | **Payment Requests** (self-hosted organization) | **Outgoing Money > Payment Requests** | Organizations paying their own expenses | {% hint style="info" %} **Settings** paths are unchanged. For example, **Dashboard > Settings > Receiving Money** works the same regardless of the sidebar preview. {% endhint %} ## Related documentation * [Your Dashboard](/getting-started/your-dashboard.md) - getting started with the dashboard * [Preview Features](/advanced/preview-features.md) - enable sidebar reorganization and other previews --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://documentation.opencollective.com/fiscal-hosts/dashboard-navigation.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.