Your books at a glance
43 sec, filmed in the app on our demo plumbing business
Start freeA tour of the Accounting dashboard in OneBookPlus, the home of your books. Choose this quarter, last quarter or the financial year, and Ledger health checks that your books balance and that every approved bill and expense has been posted.
Tasks lists what needs you next, such as overdue invoices to chase and bills waiting for approval. Further down are what customers owe you and what you owe suppliers, overdue amounts included, and the New menu adds an invoice, a bill, an expense or a payment from one place.
In this video
- 0:03
Choose the period
Go to Accounting, and choose the period you want: this quarter, last quarter, or the financial year.
- 0:10
Ledger health
Ledger health checks that your books balance, and that every approved bill and expense has been posted.
- 0:16
Tasks
Tasks shows what needs you next, like invoices that are past due and bills waiting for your approval.
- 0:23
What is owed both ways
Further down, see what your customers owe you and what you owe your suppliers, including anything overdue.
- 0:31
Add from New
And from New, you can add an invoice, a bill, an expense or a payment, all from one place.
Common questions
What does Ledger health check?
That your books balance, and that every approved bill and expense has been posted.
Can I see overdue invoices in one place?
Yes. Tasks lists what needs you next, such as invoices that are past due and bills waiting for your approval. Further down you can see what customers owe you and what you owe suppliers, including anything overdue.
Which periods can I look at?
This quarter, last quarter or the financial year.
Read more
Read the transcript
Let's take a look at your books in OneBookPlus.
Go to Accounting, and choose the period you want: this quarter, last quarter, or the financial year.
Ledger health checks that your books balance, and that every approved bill and expense has been posted.
Tasks shows what needs you next, like invoices that are past due and bills waiting for your approval.
Further down, see what your customers owe you and what you owe your suppliers, including anything overdue.
And from New, you can add an invoice, a bill, an expense or a payment, all from one place.
Start free today at onebookplus.com.au.