Dashboard

Your dashboard lets you see important info at a glance. You can also link to various parts of the app from here.

The dashboard view on the web app

Profit and Loss

Your turnover, expenses and pre-tax profit are displayed here. Click on a tax year to select the year for your profit, tax position and expense categories dashboards

Try clicking on one of the items and you will be taken to a more detailed report.

Cash Flow Chart

See your cash flow (how much money you’ve actually received / spent) by week.

Latest Customers

A list of your last 5 customer transactions. 
Click a customer’s name to go straight to their details in the ‘Customers’ screen. There you can auto-create invoices for them or send them a reminder.

Expenses

Here is a chart of your expenses, by type.

Move your mouse over an expense to see the total spent this tax year, and how much of that has been paid.

Balances

Here is a summary of your most important account balances. Click on a balance to see its breakdown. To return to the main page , click on Dashboard on the top of left side bar.

Tax

This shows your estimated tax position up to now. Click on it to see more details on a new page, including forecast profit and its tax for the year end. Click on Dashboard at the top left side bar to back to the main page.

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