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Your dashboard — the business at a glance
The first screen you see. It answers the questions you actually care about: how are sales, how much cash is coming, who owes me, and what's due.
Read this first
- ▸ Today's and this month's sales, at a glance.
- ▸ Money you're owed (receivables) and money you owe (payables).
- ▸ Upcoming GST and statutory due dates so nothing slips.
Step by step
- 1
Read the top tiles
Sales, receivables and cash position are summarised at the top — tap any tile to drill in.
- 2
Check what's due
The compliance strip shows upcoming GST/payroll deadlines.
- 3
Jump to a task
Quick buttons take you straight to a new invoice, payment or report.
Your business, answered at a glance
The dashboard is built around the questions you actually ask: how are sales, how much cash is coming, who owes me, and what's due. You shouldn't have to run a report to know how today is going.
The tiles, explained
| Tile | Shows | Tap to |
|---|---|---|
| Sales | Today's and this month's billing | See the invoices behind it |
| Receivables | Money customers owe you | See who owes, by age |
| Payables | Money you owe suppliers | See what's due |
| Cash position | Money in hand / bank | Review recent movements |
| Compliance | Upcoming GST/payroll dates | Act on what's due |
Drill into any number
Nothing on the dashboard is a dead end. Tap any tile or figure to open the exact transactions behind it — so a surprising number becomes an explained one in a tap.
Spotting trouble early
- Overdue receivables climbing? Chase them before they age further.
- A due date approaching on the compliance strip? File in time.
- Cash dipping while profit holds? Money is stuck in receivables or stock — go free it up.
Troubleshooting
A tile shows zero or looks wrong
Fix: Transactions for the period may not be entered yet (or are saved as drafts). Add them and the tile updates.
Profit looks high but the cash tile is low
Fix: That's normal — money is stuck in receivables or stock. Use those tiles to see where, and act on it.
Words you’ll see (in plain English)
- Receivables
- Money customers owe you.
- Payables
- Money you owe suppliers.
- Cash position
- How much money you actually have right now.
Ready to try it?
Open Dashboard