Dashboard

What it does

The dashboard gives you a real-time snapshot of your business finances. It shows total income, expenses, profit, cash flow, outstanding invoices, and upcoming bills. You can create multiple dashboards and add or remove widgets to suit your workflow.

Key actions

• Create custom dashboards with drag-and-drop widgets
• View income, expense, and profit summaries
• Monitor outstanding receivables and payables
• Track cash flow and account balances
• See latest transactions and invoices at a glance

Getting started

Your dashboard appears automatically after logging in. Click the widget menu to add charts, summaries, or shortcut tiles. You can create additional dashboards from the dropdown at the top of the page.