The Dashboard is the central hub of the Accounting System, providing a comprehensive snapshot of your business's financial health. This guide explains the key features, highlights what to expect, and offers tips for efficient navigation.
Financial Overview:
View insights into your last 12 months' income in Ugandan Shillings.
Monitor upcoming recurring payments, overdue invoices, and pending invoices.
Analyze your fiscal year performance, including income, expenses, and net income.
Access visual graphs and trends for an intuitive understanding of your finances.
Quick Actions:
Use shortcuts for common tasks like creating invoices, adding expenses, or adding customers via the green plus icon in the bottom right corner.
Menu Navigation:
Sales: Manage invoices, estimates, and payments efficiently.
Expenses: Track and categorize business expenses for better financial management.
Reports: Generate detailed financial statements and summaries to assess performance.
Settings: Customize account preferences and configure the system to suit your business needs.
Dashboard Insights:
Stay updated with your net income, including detailed breakdowns of income, expenses, and net profits.
Access real-time stats and a visual representation of your financial activity.
Use the Menu Bar on the left to explore detailed sections.
Refer to Quick Stats at the top of the Dashboard for real-time updates.
Click on widgets to drill down into specific reports or data points.
Familiarize yourself with the layout by exploring each section thoroughly.
Use the search bar to quickly locate specific features or records.
Take advantage of the visual trends to plan ahead and make informed decisions.
Missing Data? Ensure all records are updated in the relevant sections.
Navigation Issues? Refresh the page or clear your browser’s cache for a smoother experience.
Unclear Figures? Double-check entries in Sales and Expenses sections to ensure accuracy.