Dashboard
The Dashboard is the first page you see when you sign in, if your role can view it. It greets you by name and gives you a financial snapshot of your business for a period you choose: what came in, what went out, what was left, and where the money went.
Open it any time from Dashboard in the sidebar.
Before you start
Section titled “Before you start”- You need a role with access to the Dashboard. See Team and roles.
- The money figures come from your posted books, so they appear once your statements are mapped and posted. See Mapping statements and Posting settings.
Choose a period
Section titled “Choose a period”Use the row of period buttons at the top right. Hover over a button to see its full name.
| Button | Full name | What it covers |
|---|---|---|
| 1M | Last Month | The last complete calendar month |
| 3M | Last 3 Months | The last three complete calendar months |
| 6M | Last 6 Months | The last six complete calendar months |
| 1Y | Last Year | The last twelve complete calendar months |
| Last FY | Last Financial Year | Your last complete fiscal year, using the fiscal year start in Company Settings |
| Custom | Custom Range | Any dates you choose with From and To |
Periods are always whole, completed months. The current month is never included, because a half-finished month would make every comparison misleading. For example, if today is 16 July, Last Month is 1 to 30 June and Last 3 Months is 1 April to 30 June. A Custom Range uses exactly the dates you enter.
The headline tiles
Section titled “The headline tiles”- Net Profit: income minus expenses, with your profit margin (net profit as a percentage of income). It reads Net Loss when expenses were higher than income.
- Savings Rate: the share of your income you kept, shown on the same card.
- Total Income: your revenue and other income for the period.
- Total Expenses: your costs for the period.
Total Income and Total Expenses also show how they changed against the previous period of the same length, so Last 3 Months is compared with the three months before it.
Accounts receivable, payables and approvals
Section titled “Accounts receivable, payables and approvals”If you use invoicing and bills, the Dashboard also shows:
- Invoicing - AR: your Outstanding AR (money customers owe you) and what customers have paid in the period.
- Invoicing - Accounts Payable: your Outstanding AP (money you owe vendors), what you have paid in the period, your Open bills and bills Pending approval.
- Pending my approval: approval requests waiting for you, with a link to your approvals inbox.
These sections only appear when there is something to show.
Charts
Section titled “Charts”- Average Weekly Cash Flow shows your average income and expenses by day of the week, so you can see which days money tends to come in and go out.
- Revenue vs Expenses Trend plots income against expenses across the period.
- Expense Breakdown shows how your expenses split by category, with your Top 5 Categories listed beside the chart.
Recent activity and insights
Section titled “Recent activity and insights”- Recent Transactions lists your latest statements. Click View all to open View Statements.
- Operational Insights shows your Avg. Daily Spend and Projected Monthly Run Rate for the period, how many statements are Pending (click to see them), and whether your Cash Position for the period is positive or negative. When statements are waiting for an account, a Needs COA mapping tile takes you straight to them.
- Quick actions, on the Net Profit card, include shortcuts to New invoice, Upload bank files and Reconcile.
Operational Insights has a Deep dive link to Analyze Statements.
Budget
Section titled “Budget”If you have set up a budget in Budget planning, a Budget Health section shows your total budget, what you have spent, what remains and the percentage used, along with Upcoming Payments and Recent Alerts.
Why the Dashboard may differ from View Statements
Section titled “Why the Dashboard may differ from View Statements”The Money in and Money out totals on View Statements add up the statement rows you are looking at, including transfers between your own accounts and statements not yet posted. The Dashboard reports posted income and expenses for a set period. They answer different questions, so they are not expected to match. See View Statements.