Dashboard — User Guide
Module: Accounting
Audience: Accountants, finance managers, administrators
Version: 1.0.0
Last updated: 2026-07-22
Overview
The Dashboard gives a quick financial snapshot: bank balances, items waiting to be converted to the general ledger, profit and loss, expense breakdown, income by account, and cash flow. Use it to spot overdue conversion work and trends before opening detailed reports.
Go to Accounting → Dashboard.
Prerequisites
| Role | Typical permissions |
|---|---|
| Open Dashboard | Accounting Dashboard → View |
Other Accounting areas (Transactions, Reports, etc.) require their own permissions if you follow links from the dashboard.
What you see
| Widget | Description |
|---|---|
| Bank accounts | Balances for cash and credit-card ledger accounts |
| Transactions not yet converted | Count and total value of unconverted invoices, payments, and expenses (per currency tab) |
| Profit and loss | Net income, income, and expenses for the selected period |
| Expense account overview | Pie chart of top expense accounts |
| Income | Stacked chart of income accounts (per currency tab) |
| Cash flow | Line chart of inflows and outflows over time (per currency tab) |
Step-by-step: Change the reporting period
- Open Accounting → Dashboard.
- Click the filter button (default: Last 30 days).
- Choose a preset: all time, this/last month, this/last quarter, this/last year, or a financial year.
- Wait for charts and lists to refresh.
Step-by-step: Review unconverted transactions
- In the Transactions not yet converted panel, note red-highlighted rows with amounts.
- Switch the currency tab if you operate in multiple currencies.
- Click Invoice, Payment, or Expense to open the Transaction screen with the not-converted filter applied.
- Convert items from there (see the Transactions guide).
Step-by-step: Interpret profit and loss
The column chart shows three bars for the selected period:
- Net income — income minus expenses (and cost of sales)
- Income — total income accounts
- Expenses — expenses, other expenses, and cost of sales combined
Figures follow your accounting method setting (cash vs accrual) under Accounting → Setting.
Common issues
| Symptom | Likely cause | What to do |
|---|---|---|
| Dashboard menu missing | No Dashboard view permission | Request Accounting Dashboard → View |
| Bank list empty | No bank-type accounts or no postings | Set up accounts under Banking / Chart of accounts |
| Charts all zero | No GL activity in period | Widen date filter or convert transactions |
| Convert counts seem high | Automatic conversion off for some types | Review Accounting → Setting mapping and enable auto-convert where appropriate |
| Currency tab shows different totals | Expected — widget is currency-specific | Reconcile each currency separately |
Related features
- Transactions — convert invoices, payments, and expenses linked from the dashboard
- Banking — manage bank accounts shown in the balance list
- Reports — formal financial statements for the same underlying data
- Accounting → Setting — accounting method and display options