Adding A Widget

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Adding a widget from the default dashboard is easy. Widgets display information from select apps like Inventory, CRM, HR, and some other widget-enabled apps.

The company dashboard’s default widgets are a Date picker, Receivables, Payables, Cash flow, Profit and loss, Expenses, and Account Balance.

You can add widgets for installed apps such as employees, payroll, projects, etc.

Adding A Widget:

  • From the default Dashboard, Click Add Widget at the top right corner.
Adding a Widget
  • Enter Widget Name, and select Type (this depends on your installed apps).
  • Define the Width and Sort.

The Width field determines the size of your widget. Sort defines the position of widget.

Defining widget name, type and width
  • Then, Save.

Edit a Widget

You can Edit or Delete a widget by clicking the three dots on the Widget.

Edit a widget

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Adding A Widget

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