Dashboard
The dashboard answers one question: where is your money?
Pick a period
Today, yesterday, the last 3 days, this month, this year, the last 12 months, all time, or your own dates.
Pick a currency
See one currency, or all of them converted into your default currency, each at its own invoice's rate. If a currency has no rate yet, the dashboard says how many documents it leaves out and lets you add the rate.
What it shows
- Invoiced, Collected, Outstanding and Overdue.
- The average invoice, invoices in the period, clients billed and open quotes.
- How many invoices, quotes, clients, businesses, items, units, and banks and wallets you have.
- Invoiced trend, and Invoiced · Collected · Outstanding side by side.
- Top clients and Top items.
- Invoices by status, and what clients owe today, by how late it is.
It stays quick with hundreds of thousands of invoices: every invoice keeps its own totals, and the database adds them up.
