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Dashboard

The dashboard is the landing view for a set-up company. It summarises the current state of the business without you having to open a report.

Cash flow, profitability, unpaid invoices and top expenses on one screen

  • Cash flow — money in against money out over recent periods
  • Profitability — income against expenses
  • Unpaid invoices — what customers owe you and what you owe suppliers
  • Top expenses — where the money is going

Each chart can be viewed over a different period. Changing the period re-reads the ledger; it does not change any stored setting.

The same charts over a different period

New companies open on Get Started rather than the dashboard. Once you have finished the setup checklist you can dismiss it, and the dashboard becomes your landing page.