Dashboard
The Dashboard is the landing page of the Accounting module, providing a high-level snapshot of your organization's financial health. It displays key metrics, quick action buttons, and summary tables.
Overview Cardsโ
The top section of the Dashboard displays six metric cards:
| Card | Description |
|---|---|
| Income This Month | Total income recorded for the current month. |
| Expenses This Month | Total expenses recorded for the current month. |
| Net Income | The difference between income and expenses for the current month. |
| Active Accounts | Number of active accounts in the Chart of Accounts. |
| Total Journal Entries | Total number of journal entries across all time. |
| Pending Draft Entries | Number of journal entries that are still in Draft status. |
Quick Actionsโ
Below the metric cards, a row of quick action buttons provides shortcuts to common tasks:
- New Journal Entry --- Opens the journal entry creation form.
- New Expense --- Opens the expense creation form.
- New Payment --- Opens the payment creation form.
- New Vendor Bill --- Opens the vendor bill creation form.
- Reconcile Bank --- Navigates to the Bank Reconciliation page.
Summary Tablesโ
The bottom section of the Dashboard includes two summary tables:
Top Account Balancesโ
Displays the accounts with the highest current balances, giving you a quick view of where your money sits across the Chart of Accounts.
Recent Journal Entriesโ
Shows the most recently created journal entries, allowing you to quickly review recent bookkeeping activity without navigating to the full Journal Entries page.