Navigating the Dashboard
The dashboard is your command centre — it gives you a real-time snapshot of your business finances the moment you log in.
Dashboard Layout
┌─────────────────────────────────────────────────────────┐
│ Sidebar Navigation │ Main Content Area │
│ │ │
│ Dashboard │ Welcome + Date Filter │
│ Contacts │ ───────────────────── │
│ Items │ Onboarding Checklist │
│ ── Sales ── │ ───────────────────── │
│ Invoices │ KPI Cards │
│ Estimates │ ───────────────────── │
│ Sales Orders │ Sales vs Purchases Chart │
│ Credit Notes │ ───────────────────── │
│ Received Payments │ Expense Categories │
│ ── Purchases ── │ ───────────────────── │
│ Bills │ Overdue Invoices │
│ Purchase Orders │ Upcoming Bills │
│ Debit Notes │ │
│ Made Payments │ │
│ Expenses │ │
│ ── Accounting ── │ │
│ Journals │ │
│ Chart of Accounts │ │
│ ── Other ── │ │
│ Reports │ │
│ Settings │ │
└─────────────────────────────────────────────────────────┘
Key Dashboard Elements
Onboarding Checklist
When you first create your company, a Getting Started card appears at the top of your dashboard. It guides you through the 6 most important setup steps. It can be collapsed or dismissed once you're done.
Date Filter
Use the period filter (top right) to change the time range for all dashboard stats:
- Current Financial Year (default)
- This Month
- Last Month
- Last 3 Months
- Custom Range
KPI Cards
Five headline numbers updated in real time:
| Card | What It Shows |
|---|---|
| Revenue | Total income from your sales accounts in the selected period |
| Expenses | Total costs from your expense accounts in the selected period |
| Net Profit | Revenue minus Expenses for the selected period |
| Outstanding | Total unpaid invoice value (all unpaid invoices, any age) |
| Overdue | Value and count of invoices that have passed their due date |
Each card also shows a change indicator (↑ / ↓) comparing the current period to the equivalent previous period.
Sales vs Purchases Chart
A bar chart comparing your income and expenditure month by month within the selected period. Useful for spotting seasonal trends.
Expense Categories
A breakdown of your expenses by category — shows which areas of the business are costing the most.
Overdue Invoices
A quick list of invoices that have passed their due date and are still unpaid. Click any row to go directly to that invoice.
Upcoming Bills
Bills that are due soon, so you can plan your cash flow accordingly.
The Sidebar
The left sidebar is your primary navigation. Items are grouped by function:
- Dashboard — Home screen
- Contacts — Customers and vendors
- Items — Your product/service catalogue
- Sales — Invoices, estimates, sales orders, credit notes, received payments
- Purchases — Bills, purchase orders, debit notes, made payments, expenses
- Accounting — Journals, chart of accounts, vouchers
- Reports — Financial statements
- Settings — Company configuration (admin only)
Some menu items are only visible based on your subscription plan and user permissions.
The Top Bar
The top bar contains:
- Search — Instantly search across contacts, invoices, and documents
- Quick Create — Shortcut to create a new invoice, contact, or expense
- Notifications — Alerts for overdue invoices and upcoming bills
- User Menu — Profile settings, switch company, logout
Frequently Asked Questions
Why are some menu items greyed out or hidden?
Your subscription plan or user role may restrict access to certain features. Premium features (bills, purchase orders, etc.) require a Premium subscription. Some features also require specific permissions set by your admin.
Can I customise the dashboard?
The current dashboard layout is fixed, but the date filter lets you change the period for all stats.
The numbers on my dashboard look wrong — what should I check?
Make sure the date filter is set to the correct period. Also verify that your financial year start date is configured correctly in Settings → Localization.
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