Introduction
Welcome to Plane! đ
This article will serve as a guide on how to navigate your Vendor dashboard.
Overview
The navigation bar is on the left side of the dashboard.
To the top left of the dashboard, you'll find an arrow beside the name of your organization, which shows the profile menu. Once you click that arrow, you'll have access to Switch workspace (under Accounts), and, under your account name, Settings, Support, and Sign out.
Switch workspace: If you have multiple Plane profiles, gives you the option to switch between them.
Settings: If you go to Settings, you'll find the option to change your password and set up Two-factor authentication.
Support: You will be redirected to email us at support@plane.com when you click this option.
Sign out: To off-board from your Plane account.
Directly below the profile menu, you'll find a Search bar you can use to quickly jump to any page.
Below that section are the following menu options: Home, Business, Payments, Documents, Compliance, and Reports.
Navigation menu items
Home
Your Home menu is split into the following tabs: Dashboard, Tasks, and Notifications.
Dashboard: This shows a preview of your list of pending tasks and a preview of your notifications; you will also see a shortcut to send a payment request.
Tasks: Here are the lists of any pending tasks that need your attention, such as completing your compliance form.
Notifications: This shows a list of notifications. It mostly includes payment notifications, whether upcoming or past.
Business
This tab shows your business information. You can also edit or change any of the details in this tab.
Payments
Your Payments menu is split into the following tabs: Requests, History, and Bank accounts.
Requests: This is where you can send payment requests to your organization and track the submitted requests. Check out the article for more information about how to submit a payment request.
History: Shows lists of payments that are sent to you. This list includes past and upcoming payments.
Bank accounts: You can manage your payment method in this tab.
Documents
This tab shows lists of documents tied to your vendor profile. To view a document, click on its title. When the document opens, you can choose to download it. The invoice you sent, along with a payment request, will also be stored here.
Compliance
This tab is where you can complete the compliance form (W8 or W9).
Reports
The Reports tab gives you access to reports related to your account.