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📘 Accounting Dashboard - User Guide#

The Accounting Dashboard is the central hub for managing your company's financial activities. It offers intuitive access to all major accounting tasks, providing both a quick overview of business health and direct entry points into each accounting function.

🧭 Top Setup and Configuration Panel#

At the top of the dashboard, four key elements guide you through the initial configuration steps for your accounting system:

1. 🗓️ Accounting Periods#

  • Action: Configure
  • Purpose: Set up fiscal year dates and tax return periods.
  • Usage: Essential for ensuring reports and tax calculations are done in alignment with your government’s accounting calendar.

2. 🏦 Bank Account#

  • Action: Add a bank account
  • Purpose: Connect your company’s bank accounts.
  • Usage: Enables automated transaction imports and bank reconciliation. Reduces manual entries and helps in accurate financial tracking.

3. ⚙️ Taxes#

  • Action: Review
  • Purpose: Define your default tax rules for purchases and sales.
  • Usage: Ensures consistency in VAT or sales tax across all transactions.

4. 📒 Chart of Accounts#

  • Action: Review
  • Purpose: Set up or modify your company’s list of accounts (Assets, Liabilities, Income, Expenses).
  • Usage: Forms the foundation of your general ledger and reporting structure.

🧾 Customer Invoices Panel#

This section gives you control over all customer-related invoicing activities.

Features:#

  • New Invoice: Button to create a new customer invoice.
  • Invoice Summary:
  • 1 Invoice to Validate: Pending approval or confirmation.
  • 11 Unpaid Invoices: Not yet paid by customers.
  • 11 Late Invoices: Payment due date has passed.
  • Financial Totals:
  • $1.15 to validate
  • $413.80 unpaid
  • $413.80 late
  • Timeline Bar: Visualizes due dates for invoices across:
  • Overdue (before current week)
  • Current Week
  • Next Week
  • Future Dates (Not Due)

🧾 Vendor Bills Panel#

This panel is used to track and manage bills received from suppliers.

Features:#

  • Upload: Import bills in bulk (PDF, scanned documents, etc.).
  • Create Manually: Manually enter a supplier bill.
  • Bill Summary:
  • 1 Bill to Validate
  • 2 Bills to Pay
  • 2 Late Bills
  • Financial Totals:
  • $0.00 to validate
  • $656.77 unpaid
  • $656.77 overdue
  • Timeline Bar: Visual distribution of vendor bill statuses, similar to customer invoices.

🏦 Bank Panel#

Monitor and reconcile your linked bank account activity directly from this section.

Features:#

  • Reconcile 8 Items: Click to match 8 bank transactions that haven’t been reconciled.
  • Connect: Link a new or existing bank account.
  • Financial Overview:
  • Balance: $9,944.87 (current internal system balance)
  • Last Statement: $6,378.00 (balance from the last synced bank statement)

🔄 Miscellaneous Operations#

Used for accounting entries that are not related to a specific customer or vendor transaction.

Features:#

  • New Entry: Create a general journal entry.
  • Examples:
  • Depreciation entries
  • Accruals
  • Prepaid expenses
  • Year-end adjustments

Top Navigation Bar#

Switch between: - Dashboard - Customers - Vendors - Follow-Ups - Reporting - Configuration (for settings and journal management)

Search and Filters#

  • Use the top-right Search bar to quickly find customers, invoices, or transactions.
  • Use the Favorites and Filters option to save frequently used views or conditions.

✅ Best Practices#

  • Configure periods, chart of accounts, taxes, and bank connections before entering transactions.
  • Regularly reconcile bank entries to maintain clean records.
  • Monitor unpaid invoices and vendor bills weekly to manage cash flow.
  • Use the dashboard daily as your control center to stay on top of accounting activities.

This Accounting Dashboard provides a streamlined view for accountants, administrators, and business owners to easily monitor and manage all financial operations in one place.