The dashboard shows a summary of your invoices, your cash flow, your profit, and your expenses.
To open it, click Dashboard in the sidebar. On a phone, tap Dashboard in the bottom tabs.
The dashboard has four invoice cards at the top. Below them are the Cashflow chart, the Profit and Loss chart, and the Top expenses chart.
You see only the cards for the invoices that you can read. Only a Books Manager or a System Manager sees the charts. See Roles and Permissions.
Period
All the sections use the same period. To change it, select a period in the page header. On a phone, tap the period button above the cards, and then tap a period.
Each period ends today:
| Period | Starts On |
|---|---|
| This year | The first day of the month 11 months before the current month. This is the default. |
| This quarter | The first day of the month 2 months before the current month |
| This month | The first day of the current month |
| Year to date | The first day of the current fiscal year. See Fiscal Year. |
For example, on 2 October 2026, This year starts on 1 November 2025.
Invoice Cards
| Card | Shows |
|---|---|
| Paid sales | The amount that customers paid on the sales invoices of the period |
| Unpaid sales | The amount that customers must still pay on these invoices |
| Paid purchases | The amount that you paid on the purchase invoices of the period |
| Unpaid purchases | The amount that you must still pay on these invoices |
The cards use only the submitted invoices with an invoice date in the period. A partly paid invoice adds its paid part to the paid card, and the remaining amount to the unpaid card. Returns have negative amounts, so they decrease the amounts.
To see the invoices of a card, click the arrow button on the card.
Charts
| Chart | Shows |
|---|---|
| Cashflow | The Inflow and the Outflow of each month, for all the accounts with the account type Cash or Bank |
| Profit and Loss | The income minus the expenses of each month. A month with a loss shows as a Loss bar below the zero line. |
| Top expenses | The five expense accounts with the highest amounts in the period. If more accounts have an amount, their total shows as one Others slice. The center shows a short total. The full Total spending shows under the chart title. |
To see the amounts of a month in the Cashflow or the Profit and Loss chart, move the pointer over the month. On a phone, tap the month. For the full statement, see Profit and Loss Statement.
Create Entries on a Phone
- Tap the + button in the header.
- Tap the type of entry: Sales Invoice, Receive payment, Purchase Invoice, Make payment, Customer, or Item.
The list shows only the types that you can create.