{"id":189,"date":"2019-07-09T11:27:45","date_gmt":"2019-07-09T10:27:45","guid":{"rendered":"https:\/\/calcal.uk\/help\/?p=189"},"modified":"2019-07-10T21:43:36","modified_gmt":"2019-07-10T20:43:36","slug":"dashboard","status":"publish","type":"post","link":"https:\/\/calcal.uk\/help\/bookkeeping\/basics\/dashboard\/","title":{"rendered":"Dashboard"},"content":{"rendered":"

Your dashboard lets you see important info at a glance. You can also link to various parts of the app from here.<\/p>\n

<\/p>\n

\"\"
The dashboard view on the web app<\/figcaption><\/figure>\n

Profit and Loss<\/h3>\n

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<\/strong><\/p>\n

Try clicking on one of the items and you will be taken to a more detailed report.<\/p>\n

Cash Flow Chart<\/h3>\n

See your cash flow (how much money you’ve actually received \/ spent) by week.<\/p>\n

Latest Customers<\/h3>\n

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.<\/p>\n

Expenses<\/h3>\n

Here is a chart of your expenses, by type.<\/p>\n

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

Balances<\/h3>\n

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.<\/p>\n

Tax<\/h3>\n

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.<\/p>\n","protected":false},"excerpt":{"rendered":"

Your dashboard lets you see important info at a glance. You can also link to various parts of the app from here.<\/p>\n","protected":false},"author":325,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-189","post","type-post","status-publish","format-standard","hentry","category-basics"],"_links":{"self":[{"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/posts\/189","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/users\/325"}],"replies":[{"embeddable":true,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/comments?post=189"}],"version-history":[{"count":4,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/posts\/189\/revisions"}],"predecessor-version":[{"id":225,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/posts\/189\/revisions\/225"}],"wp:attachment":[{"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/media?parent=189"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/categories?post=189"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/tags?post=189"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}