Financial Dashboard Tutorial

Viewing the Financial Dashboard

How to Change the Dates 

1. Click the dropdown list next to Set and select a date option. Use the date fields or arrows to refine the date selection.

   • Note: Date presets such as Fin Year (Month) provide a monthly comparison. 

2. Click View (button).

How to View the Statement of Profit or Loss

1. Select Menu (button) > Statement of Profit or Loss.

How to View the Statement of Financial Position

1. Select Menu (button) > Statement of Financial Position.

How to View the Trial Balance

1. Select Menu (button) > Trial Balance.

How to View Accrual Balances

ℹ️ If accrual accounts are used as suspense accounts to record inventory transactions, the accounts should always be zero at the end of the month before financial reports are prepared. If there are balances in these accounts, the cost of sales may be understated because the transfer from inventory to cost of sales has not yet been done.

▶️ The accrual accounts that appear on the dashboard are those for which Accrual was selected in the Default column of the Chart of Accounts. 

1. From the Dashboard click Accruals (tab).

2. If any accrual accounts have balances, the balances are displayed in red.

3. Click the eye in the last column next to any of the accrual accounts to open the ledger account.

How to Solve Errors

1. From the Dashboard, click Errors (tab).

2. Double-click any entry on the list to open the transaction.

3. Edit the transaction so that the debit and credit balances match.

How to Resolve Pending Transactions

1. From the Dashboard, click Pending (tab).

2. Double-click the transaction to open it.

3. If the transaction should be posted to the ledger, change the transaction's Status to Complete or similar status.

4. If the transaction cannot be posted to the ledger yet, change the transaction's date to the following month (e.g. if you are drawing financial statements for 31 July, change the transaction's date to 1 August).

How to Add Financial Statement Notes

1. From the Dashboard click Add (button) in the middle section titled Financial Statement Notes.

2. Account = Select an account from the dropdown list.

3. Period = Select a month from the dropdown list.

4. Enter the note by typing information in the block provided.

5. Click Save (button).

Related Topics

• Reference: Financial Statements

• Tutorial: Statement of Profit or Loss

• Tutorial: Statement of Financial Position

• Tutorial: Trial Balance

• Tutorial: Financial Close Off

• Tutorial: Update read-only transactions with a password