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Banqup essentials

Quick guide to Banqup's main interface elements: navigation bar, homepage, and help features

Maxime avatar
Written by Maxime
Updated over a month ago

Welcome to Banqup! Let's explore the key elements of your interface that help you navigate and use the platform efficiently.

Top bar

The bar at the top of the screen provides quick access to essential functions:

  1. App launcher: Access all your Banqup apps and store.

  2. Main menu: Access your space and user settings, and switch between different business spaces.

Homepage

Your homepage is designed for quick actions and overview:

Quick actions

  1. Upload documents: Add invoices and other business documents

  2. To-do tasks: Overview of your tasks to do

  3. Favourite apps: Quick access to your most-used applications

💡 A product tour is available in the app to help you get started.
If you're not logged in, the link will guide you to the login screen. After logging in, you'll find the product tour in the messenger at the lower right corner.

Need help?

The Messenger is always available in the bottom-right corner of your screen from any page within Banqup. It offers access to our help articles and latest platform news.

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