Melio helps you manage vendor payments, track bills, send invoices, and organize your financial workflows in one centralized location. This guide introduces you to the main areas of your dashboards so you can easily navigate and find what you need.
Key dashboard features
Left sidebar menu
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The left sidebar menu allows you to navigate between different dashboards: 1- Pay icon: Access the Pay dashboard where you can send funds and manage your vendors 2- Get paid icon: Access the Get paid dashboard where you can receive funds and send invoices 3- Settings icon: Access your account configuration options 4- Support icon: Access your support options and the support hub 5- Profile icon: Access your profile settings or sign out of your account |
Dashboard view
The main screen displays the dashboard you selected from the left sidebar menu. Each dashboard has its own tabs and features designed for specific tasks.
Pay dashboard
Your Pay dashboard is organized into four main tabs and top right-hand navigation buttons, each serving a specific purpose:
Top right-hand navigation buttons
1- +New Payment button: Quick access to create payments from any tab
2- Notification icon: Allows you to view all open notifications. You can learn how to manage your notifications here.
3- Agent Mel icon: Access Agent Mel, Melio's AI-powered assistant that streamlines accounts payable and vendor management. Agent Mel offers immediate insights into payment statuses, cash flow, and vendor history through a conversational, chat-based interface
Agent Mel’s availability depends on your Melio account type:
Accounting firms: Agent Mel is available for you. It can assist you with your own Melio account and with your clients’ accounts.
Businesses: Agent Mel is available for Core and higher subscription plans. It is not available to Melio Go users.
4- Sync icon: Allows you to sync with your accounting software. Select the sync button to connect your account with accounting software to automatically sync payments and ensure accurate financial records
Vendors tab
This is where you'll find all your vendor information. You can view your vendor list, add new vendors, and see payment history for each vendor.
Bills tab
This displays all your bills in one place. You can see upcoming, current, and overdue bills, plus create new bills or import them from invoice files.
Approvals tab
If your account uses approval workflows, this is where you'll review and approve pending payments before they're processed.
Payments tab
This shows all your completed and scheduled payments. You can track payment status, download reports, and view payment details.
W-9 & 1099 tab
This is a dedicated tab where you can manage the tax information required for working with contractors and vendors, specifically for IRS forms W-9 (Request for Taxpayer Identification Number and Certification) and 1099 (used for reporting payments made to independent contractors).
Search and filters
Each tab includes search bars and filter options to help you quickly find specific vendors, bills, or payments. Need help using filters? This guide covers everything you need to know.
Get paid dashboard
Your Get paid dashboard is organized into three main tabs and top right-hand navigation buttons:
Top right-hand navigation buttons
1- Sync button: Allows you to sync with your accounting software. Select the sync button to connect your account with accounting software to automatically sync invoices and ensure accurate financial records
2- Payment link button: Copy a payment link or generate a QR code to share with customers for easy payment through your payment page.
3- +Create invoice button: Quick access to create invoices. Select the dropdown arrow (▼) next to the button to upload an invoice file (PDF, JPEG, PNG).
Invoices tab
This shows all your invoices and their information. Here you can track the status, due dates, and amounts of all your invoices. By selecting the 3 dots next to each listed invoice, you can access the action menu for each invoice.
Customers tab
This shows all your customers and the details of the invoices for each customer. By selecting the 3 dots next to each listed customer, you can access the action menu for each customer.
Payments tab
This shows you all the payments that you have received from customers. By selecting the #dots next to each listed payment, you can view the full payment details.
Search and filters
Each tab includes search bars and filter options to help you quickly find specific invoices or customers. To learn more about using filters, please take a look at the following guide.
Settings
Here you can navigate the Settings menu. This includes your profile and company settings, you can manage your approval workflows, add and manage payment and receiving methods, and access your invoice settings. You can use the left-hand settings menu to navigate between sections.
Support
Here you can access the support options and resources available.
That's it! You're now familiar with the basic layout of your Melio dashboards. Each dashboard is designed to handle specific tasks, making it easy to find what you need and manage your accounts payable and accounts receivable actions efficiently.