Dashboard

• Pick the period at the top: this or last month, quarter, or financial year, or all time.
• Each figure shows its change against the period before. A period still running is compared with the same number of days before it, so 1–4 October is compared with 1–4 September, not all of September.
• Click a figure to open the list behind it.

A list of things to deal with, as of today. Each line shows a count and an amount, and opens the place to deal with it. Lines with nothing to do are hidden; when everything is done it says you're all caught up.

• Overdue invoices, with how old the oldest one is.
• Invoices due in the next 7 days, to remind customers before they fall overdue.
• Unpaid bills, and how many are past their due date.
• Accepted estimates still to be invoiced.
• Estimates that expire this week.
• Draft invoices waiting to be finished.
• Products at or below their reorder level.
• Customer advances not yet applied to an invoice.

• Money owed to you: what is owed by age (not yet due, 1–30 days overdue and so on) and the customers who owe the most.
• Recent activity: the latest invoices, payments, estimates, credit notes and expenses.
• Favorites: the invoices, estimates, customers and items your team has starred.
• Shortcuts at the top create an invoice, payment, estimate or expense.
• Get set up (admins of a new organization): the first setup steps, ticked off as you do them. You can hide it.
• On Starter, a bar shows how many of your 25 saved invoices you've used.

Trends, rankings and downloadable reports are in Reports.