{"id":521,"date":"2023-04-06T13:47:53","date_gmt":"2023-04-06T10:47:53","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/the-user-interface\/the-company-dashboard\/"},"modified":"2023-04-24T10:54:33","modified_gmt":"2023-04-24T07:54:33","slug":"the-company-dashboard","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/the-user-interface\/the-company-dashboard\/","title":{"rendered":"The Company Dashboard"},"content":{"rendered":"\n

You can view your company’s financial information summary on the Company dashboard.<\/p>\n\n\n\n

The Dashboard contains, by default, the following:<\/p>\n\n\n\n

    \n
  1. Date picker<\/li>\n\n\n\n
  2. Receivables<\/li>\n\n\n\n
  3. Payables<\/li>\n\n\n\n
  4. Cash flow<\/li>\n\n\n\n
  5. Profit & Loss<\/li>\n\n\n\n
  6. Expenses<\/li>\n\n\n\n
  7. Account Balance<\/li>\n\n\n\n
  8. Connect your bank<\/li>\n<\/ol>\n\n\n\n

    Date Picker<\/strong><\/h2>\n\n\n\n

    The date picker filters dashboard reports based on a selected date range.<\/p>\n\n\n\n

    \"The<\/figure>\n\n\n\n

    Receivables<\/strong><\/h2>\n\n\n\n

    Receivables display the expected monies from your customers. And it is divided into:<\/p>\n\n\n\n

      \n
    • Open –<\/strong> 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.<\/li>\n<\/ul>\n\n\n\n

      and,<\/p>\n\n\n\n

        \n
      • Overdue – <\/strong>The invoiced amounts that have exceeded due dates.<\/li>\n<\/ul>\n\n\n\n

        You can see details of the information by clicking on View Report<\/strong>.<\/p>\n\n\n\n

        Payables<\/strong><\/h2>\n\n\n\n

        Payables show your unpaid bills within a selected date range. The section is divided into two parts:<\/p>\n\n\n\n

          \n
        • Open – <\/strong>The amount of unsettled bills yet to exceed the due dates.<\/li>\n<\/ul>\n\n\n\n

          and,<\/p>\n\n\n\n

            \n
          • Overdue<\/strong>: The amount of unsettled bills that have exceeded their due dates.<\/li>\n<\/ul>\n\n\n\n

            You can see details of Payables by clicking on View Report<\/strong>.<\/p>\n\n\n\n

            Cash flow<\/strong><\/h2>\n\n\n\n

            Cash Flow summarizes your income, expense, and profitability within a set accounting period.<\/p>\n\n\n\n

            \"The<\/figure>\n\n\n\n

            The above information is in a performance chart with color codes representing incoming and outgoing cash and profit.<\/p>\n\n\n\n

            You can click the three horizontal lines on the top right corner to download the report on display.<\/p>\n\n\n\n

            Profit & Loss<\/strong><\/h2>\n\n\n\n

            The Profit & Loss chart shows your income and expenses, including unpaid invoices and bills, within a specific time.<\/p>\n\n\n\n

            You can see details of Profit & Loss by clicking on View Report<\/strong>.<\/p>\n\n\n\n

            Click the three horizontal lines on the top right corner to download the report on display.<\/p>\n\n\n\n

            Expenses By Category<\/strong><\/h2>\n\n\n\n

            See all your expenses from different categories, such as projects, employees, inventory, and other custom categories.<\/p>\n\n\n\n

            You can see details of Profit & Loss by clicking on View Report<\/strong>.<\/p>\n\n\n\n

            Account Balance<\/strong><\/h2>\n\n\n\n

            The Account Balance section displays all your accounts on Akaunting and their balances.<\/p>\n\n\n\n

            Connect Your Bank<\/strong><\/h2>\n\n\n\n

            Import your bank transactions to Akaunting automatically by connecting your bank.<\/p>\n\n\n\n

            All transactions are auto-synced.<\/p>\n","protected":false},"excerpt":{"rendered":"

            You can view your company’s financial information summary on the Company dashboard. The Dashboard contains, by default, the following: 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: and, You can see details of the information […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":518,"menu_order":2,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-521","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/521","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=521"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/521\/revisions"}],"predecessor-version":[{"id":1449,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/521\/revisions\/1449"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/518"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=521"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=521"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}