Dashboard
Understanding the Flux Capture dashboard and processing documents
The Flux Capture dashboard is your central hub for uploading, reviewing, and approving documents. This guide explains each section and how to use it effectively.
Dashboard Overview
When you open Flux Capture, you'll see the main dashboard with these key areas:
- Upload Area - Drag and drop documents for processing
- Processing Queue - Documents waiting for review
- Quick Stats - Overview of processing activity
- Recent Activity - Latest processed documents
Uploading Documents
Drag and Drop
The fastest way to upload:
- Locate your invoice file(s) on your computer
- Drag them onto the upload area
- Drop to start processing
Click to Browse
Alternatively:
- Click the upload area
- Select files from your computer
- Click Open to upload
Supported File Types
Flux Capture accepts:
| Format | Extension | Notes |
|---|---|---|
| Preferred format | ||
| PNG | .png | Good for screenshots |
| JPEG | .jpg, .jpeg | Scanned documents |
| TIFF | .tif, .tiff | Multi-page supported |
File Size Limits
- Maximum file size: 20 MB per document
- Multiple files can be uploaded at once
- Batch uploads are processed in sequence
Processing Queue
The queue shows all documents waiting for review.
Queue Columns
| Column | Description |
|---|---|
| Document | Filename and thumbnail |
| Vendor | Detected or matched vendor |
| Amount | Extracted total amount |
| Date | Invoice date |
| Status | Processing status |
| Confidence | Extraction confidence score |
Status Indicators
| Status | Meaning | Action Required |
|---|---|---|
| Pending | Waiting to be processed | Wait for processing |
| Processing | AI is extracting data | Wait for completion |
| Extracted | Ready for review | Review and approve |
| Needs Review | Flagged for attention | Review issues |
| Completed | Approved and created | None |
| Error | Processing failed | Check and retry |
Filtering the Queue
Filter documents by:
- Status - Show only specific statuses
- Date Range - Documents from a time period
- Vendor - Specific vendor's invoices
Sorting
Click column headers to sort by:
- Document name
- Amount (high to low, low to high)
- Date (newest first, oldest first)
- Confidence score
Understanding Confidence Scores
The confidence score indicates how certain the AI is about its extractions.
Confidence Levels
| Level | Score | Meaning |
|---|---|---|
| High | 85%+ | Very confident, likely accurate |
| Medium | 60-84% | Reasonably confident, verify key fields |
| Low | Below 60% | Uncertain, requires careful review |
What Affects Confidence
Higher confidence:
- Clear, high-quality scans
- Standard invoice formats
- Known vendors with history
Lower confidence:
- Blurry or skewed documents
- Handwritten content
- Non-standard layouts
- New vendors
✅ Tip: Documents with High confidence can often be approved quickly. Focus detailed review on Medium and Low confidence items.
Quick Stats
The stats section shows:
Today's Activity
- Documents uploaded today
- Documents processed
- Documents pending review
- Documents approved
Processing Trends
- Visual chart of recent activity
- Comparison to previous periods
Common Issues
- Top flagged anomalies
- Documents needing attention
Document Types
Flux Capture categorizes documents automatically:
| Type | Icon | Description |
|---|---|---|
| Invoice | 📄 | Standard vendor invoices |
| Receipt | 🧾 | Itemized receipts |
| Credit Memo | 💳 | Vendor credits |
| Expense Report | 📋 | Employee expenses |
| Purchase Order | 📦 | PO documents |
The AI detects document type based on content, but you can change it during review.
Batch Operations
For efficiency, you can work with multiple documents at once.
Selecting Multiple Documents
- Click individual checkboxes
- Shift+Click to select a range
- Select All to choose all visible documents
Bulk Actions
| Action | Effect |
|---|---|
| Approve All | Approve all selected high-confidence documents |
| Reject All | Reject all selected documents |
| Reprocess | Run extraction again on selected documents |
| Delete | Remove selected documents |
⚠️ Warning: Bulk approve only works on documents with High confidence and no critical anomalies.
Recent Activity
The activity feed shows:
- Recently processed documents
- Documents you've approved
- Documents with new issues
- System notifications
Click any item to open it for review.
Keyboard Shortcuts
Speed up your workflow with keyboard shortcuts:
| Key | Action |
|---|---|
↑ / ↓ |
Navigate queue |
Enter |
Open selected document |
A |
Approve current document |
R |
Reject current document |
N |
Next document |
P |
Previous document |
? |
Show all shortcuts |
Notifications
Flux Capture notifies you of important events:
In-App Notifications
- Processing complete
- Anomalies detected
- Errors encountered
Email Notifications (if configured)
- Daily summary of pending items
- Critical issues requiring attention
Customizing the Dashboard
View Options
Toggle display of:
- Queue columns
- Stats panels
- Activity feed
Default Filters
Set your preferred default view:
- Apply your desired filters
- Click Save as Default
- Dashboard will remember your preferences
Mobile Access
The Flux Capture dashboard is responsive and works on tablets:
- Upload photos of receipts directly
- Review documents on the go
- Approve urgent invoices quickly
ℹ️ Info: For best experience on mobile, use landscape orientation when reviewing documents.
Troubleshooting Dashboard Issues
Queue Not Loading
- Refresh the page
- Clear browser cache
- Check your NetSuite session
Upload Failed
- Verify file size (max 20 MB)
- Check file format is supported
- Ensure you have file cabinet permissions
Stats Not Updating
Stats refresh every few minutes. Click refresh icon for immediate update.
Next Steps
Now that you understand the dashboard: