Choose the view that suits you
Open Dashboard at the top of the side menu. At the top of the screen are four choices, and each changes the cards shown:
- Business owner: cash, receivables, payables and this month's profit.
- Accountant: what is waiting for you, bank reconciliation, VAT and close status.
- Executive: profit, gross margin and runway.
- Sales: this month's sales, receivables and quotes.
Read the cards
Every card is computed directly from your journal. Receivables is what customers owe you, Payables is what you owe suppliers, and the overdue part shows in red. Press Open on a card to reach the full screen or report behind it.
Start your day from «Waiting for you»
The Waiting for you card gathers everything that needs you, such as draft and overdue invoices and unmatched bank lines. Press any row to go straight to it. A yellow number in the side menu means work is waiting on that screen.
Use the quick actions
The Quick actions card saves you the walk: Sales invoice, Receipt, Journal entry and Reports. The buttons follow your subscription, and the ones that create documents appear only for people who hold the post permission.
Check how fresh the figures are
At the bottom of the dashboard you can see the date of the figures. Press Refresh beside it to recalculate them, especially if the page has been open for a while or a colleague has just added documents.
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