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Dashboard

The Dashboard is the first page you see after signing in. It greets you by name and opens on an overview of your invoicing, in your company currency:

  • Invoiced this month, before VAT, with how much more or less that is than last month.
  • A curve of the money collected each month this year, continued as a dashed line with what your clients still owe by due month for the months ahead. The curve is hidden on a phone.
  • To chase: the clients with at least one invoice past its due date, one row per client, with how many days late the oldest one is and what is still owed. See the late invoices opens the list of exactly those invoices.
  • This week: the invoices falling due in the next seven days, today included.

Amounts in another currency are never added to the curve or the monthly figure; the two lists show each invoice in its own currency.

Below the overview, All figures holds one panel of figures answering the questions about your business: what you invoiced, what came in, what clients still owe, and what is waiting for you, then the lists and the chart of invoices issued. A late figure is marked with a triangle next to its label.

Choosing a period​

The Period selector at the top decides what the tiles cover: All time (the default), This month, This year, Last 30 days or a Custom range with a start and an end date. The line next to it says which dates are shown. The period is part of the page address, so a bookmark or a shared link opens the same view.

With All time, the invoicing, collection and expense tiles show this month, compared with last month. With any other period they show the total in that period, with no comparison.

The tiles​

  • Invoiced this month (or Invoiced in period): what you invoiced, by issue date.
  • Collected this month (or Collected in period): the payments you actually received, by payment date. An invoice issued months ago counts here in the month its payment arrived.
  • Pending invoices total: what your clients still owe on the invoices you sent.
  • Overdue invoices total: the part of that whose due date has passed.
  • Expenses this month (or Expenses in period).
  • Open quotes: how many quotes are still a draft or are sent and waiting for an answer.
  • Received invoices pending review: how many supplier invoices are waiting for you, and Received invoices pending for their amount.
  • Pending invoices: the invoices still owed, the earliest due date first.
  • Draft quotes: your five most recent draft quotes.
  • Invoices issued: a chart of how many invoices you issued per month, over the last six months, or over each month of the selected period.

Amounts are shown per currency, one tile for each: amounts in different currencies are never added up. A currency gets a "this month" tile only when something happened in it this month. Last month's figure is then the comparison under the tile, for example +12%. A currency used last month but not this month gets no tile at all, never a "0" next to a "-100%". When nothing at all happened this month, a single tile shows 0.

Which amount each figure shows​

  • Pending invoices total and Overdue invoices total show what your clients still owe, including VAT: each invoice's total minus the payments and credit notes recorded against it, the same balance its settlement panel shows.
  • Each row of Pending invoices shows the invoice's total including VAT, the figure its row in the invoice list shows.
  • Invoiced this month (or Invoiced in period) shows your revenue excluding VAT.
  • Collected this month (or Collected in period) is the cash actually received, as recorded in each payment.

The invoice tiles and the pending list say "incl. VAT" or "excl. VAT" under their title.

Opening the list behind a tile​

A tile with an arrow in its corner opens the list of exactly the documents it counts, filtered on the same period. The Collected tiles have no arrow: there is no list of payments to open.

Several currencies​

Set a Reference currency in the Multi-currency card of your company settings and the dashboard adds one converted total next to the per-currency tiles, for pending invoices, collected payments, expenses and received invoices. A converted total starts with "≈" and says "(converted)". If a rate is missing for one of the currencies, the per-currency tiles say so instead of showing a converted total. A period that has already closed keeps the converted total it showed when it closed.

No data yet​

On a new company every tile shows 0 and the lists say Nothing to show. They fill in as you send invoices, record payments and add expenses. See Overview for the recommended getting-started order.