The Company Dashboard

You can view your company’s financial information summary on the Company dashboard.

The Dashboard contains, by default, the following:

1. Date picker
2. Receivables
3. Payables
4. Cash flow
5. Profit & Loss
6. Expenses
7. Account Balance
8. Connect your bank

Date Picker

The date picker filters dashboard reports based on a selected date range.

Receivables

Receivables display the expected monies from your customers. And it is divided into:

• Open – The invoiced amount that is yet to be paid by customers within a specific timeframe and is expected to be received within the due date.

and,

• Overdue – The invoiced amounts that have exceeded due dates.

You can see details of the information by clicking on View Report.

Payables

Payables show your unpaid bills within a selected date range. The section is divided into two parts:

• Open – The amount of unsettled bills yet to exceed the due dates.

and,

• Overdue: The amount of unsettled bills that have exceeded their due dates.

You can see details of Payables by clicking on View Report.

Cash flow

Cash Flow summarizes your income, expense, and profitability within a set accounting period.

The above information is in a performance chart with color codes representing incoming and outgoing cash and profit.

You can click the three horizontal lines on the top right corner to download the report on display.

Profit & Loss

The Profit & Loss chart shows your income and expenses, including unpaid invoices and bills, within a specific time.

You can see details of Profit & Loss by clicking on View Report.

Click the three horizontal lines on the top right corner to download the report on display.

Expenses By Category

See all your expenses from different categories, such as projects, employees, inventory, and other custom categories.

You can see details of Profit & Loss by clicking on View Report.

Account Balance

The Account Balance section displays all your accounts on Akaunting and their balances.

Connect Your Bank

Import your bank transactions to Akaunting automatically by connecting your bank.

All transactions are auto-synced.