Accounting dashboard
See money in, money out, what customers owe and GST for the period, and work through everything waiting on you.
The accounting dashboard brings receipts, invoices and supplier bills together on one page, and lists what is waiting on you. It opens when you select Accounting.
Choose the period
Use This month, Quarter or Year at the top right. The money-in, money-out and GST figures cover the period up to today. The amount awaiting payment is always everything still owing, whatever the period.
The headline figures
| Card | What it shows |
|---|---|
| Money in | Payments received on invoices issued in the period, and how many invoices were paid. |
| Awaiting payment | What customers still owe across all open invoices, and how many are overdue. |
| Money out | The total of supplier bills dated in the period, and how many receipts were uploaded. |
| GST to pay | GST on your invoices, less GST on your purchases, for the period. |
The area panels
There is a panel for each part of Accounting. Select a panel to open that area.
- Smart Receipts shows how many receipts were uploaded in the period, and how many are matched to a purchase, extracted but not yet approved, or need review.
- Invoices shows what is owed to you, split into paid, sent but not yet due, and overdue.
- Purchases shows the supplier bills entered in the period, split into costed to jobs, coded to an account, and needing allocation.
The strip under each panel tells you whether anything needs attention, for example how many receipts need review or how many invoices are overdue.
Money in vs money out
The chart compares money in and money out month by month, in thousands of dollars, for the last six months. The chart is only drawn when the dashboard has every invoice and purchase to work from. Under it are the net amount, money in and money out for the period.
Accounting sync
This panel shows whether Xero is Connected or Not connected, and when the last contact sync was recorded. To connect, see Connect Xero.
Work through what is waiting on you
The table at the bottom lists everything that needs action, oldest first:
| Area | Why it is here | Action |
|---|---|---|
| Smart Receipts | Extraction was unsure of some fields, or it was flagged for a manual check. | Review |
| Invoices | Overdue. | Chase opens the invoice. |
| Invoices | Still a draft, never sent. | Send opens the invoice. |
| Purchases | Not allocated to a job or an account. | Allocate |
Select a row to open the item. When the table says Nothing is waiting on you., you are up to date.
Who can see the dashboard
The dashboard and the Accounting menu need Settings: View. The Owner and Office roles include it. The side menu only shows the areas your role can open.