Accounting Dashboard Overview
The Accounting page gives you a bird's-eye view of your business finances.
Date Range
Use the selector at the top to view data for:
- This Quarter / Last Quarter
- This Financial Year / Last Financial Year (Australian FY: July–June)
Financial Summary
- Total Revenue — sum of all paid invoices in the period
- Total Expenses — sum of all approved/paid expenses
- GST Collected — GST charged on your invoices
- Net Profit — Revenue minus Expenses
Outstanding & Overdue
- Outstanding — total value of unpaid invoices
- Overdue — invoices past their due date (needs attention)
Monthly Ledger
A 12-month view showing:
- Revenue vs. expenses per month
- Invoice counts
- Percentage changes
- Running totals
Expense Breakdown
Top 6 expense categories by amount, showing where your money goes.
Reports
Quick links to detailed reports:
- Revenue Report — monthly income breakdown with GST analysis
- GST/BAS Report — quarterly tax data for your BAS
- Outstanding & Aging — unpaid invoices by age bucket
- Profit & Loss — full P&L statement