Your dashboard

The dashboard is the first page after you sign in. It shows only what your roles let you see, so a cashier, an accountant and an administrator each get their own.

• Business at a glance: sales this month (compared with the same days last month), what customers owe you, what you owe suppliers, and the money in your cash and bank accounts. Amounts are for your company, in its main currency. Click a box to open the report or list behind it.
• Sales per month: submitted sales invoices, less returns, for the last 12 months.
• To do: customer invoices that are overdue, supplier bills due within 7 days, cheques in hand due within 3 days, your leads to follow up today, and draft invoices still waiting to be submitted. Click a line to open them. When nothing is waiting, it says so.
• Reminders such as a missing exchange rate for today or batches about to expire appear only when there is something to do.

Arrange it your way

Click Arrange at the top of the dashboard. Drag the boxes into the order you want and switch off the ones you don't need, then Save. Only your own dashboard changes. Back to the standard layout undoes your changes.