Appearance
Platform Overview
This guide introduces you to the GovPayPlan dashboard and helps you understand where to find key features.
Dashboard Layout
When you log in, you'll see the main dashboard with these key areas:
Top Navigation Bar
- Logo: Click to return to the dashboard from anywhere
- Search: Quickly find transactions, users, or settings
- Notifications: View alerts and system messages
- User Menu: Access your profile and log out
Main Navigation
The left sidebar contains links to all major sections:
- Dashboard: Overview and quick stats
- Payments: Process and manage payments
- Transactions: View transaction history
- Reports: Generate and export reports
- Settings: Configure your account and agency settings
Key Sections
Dashboard
Your home base showing:
- Today's transaction summary
- Recent activity feed
- Quick action buttons
- Important alerts
Payments
Where you'll spend most of your time:
- New Payment: Process a new transaction
- Recurring Payments: Manage scheduled payments
- Payment Links: Create shareable payment links
Transactions
Complete transaction history with:
- Search and filter options
- Transaction details view
- Refund capabilities
- Receipt resending
Reports
Generate insights with:
- Transaction reports
- Settlement reports
- Reconciliation tools
- Custom date ranges
Settings
Configure your experience:
- Profile settings
- Notification preferences
- Agency configuration (admin only)
- User management (admin only)
Keyboard Shortcuts
Speed up your workflow with these shortcuts:
| Shortcut | Action |
|---|---|
Ctrl/Cmd + K | Open quick search |
N | New payment (from Payments page) |
? | Show keyboard shortcuts |
Getting Help
If you need assistance:
- Click the ? icon in the bottom-right corner
- Search the help documentation
- Contact your agency administrator
- Reach out to GovPayPlan support
Next Steps
Now that you're familiar with the platform, explore these guides:
- Creating Payments - Process payments efficiently
- Transaction Reports - Generate reports
- User Management - Manage team access