The dashboard is the central control panel for the Clear Books accounting system. The dashboard provides an overview of key financial data and links to the most commonly used features. Here are a few of the "widgets" you can see:

Sales & Customers


View the total due from all customers. Click on the amount due for a detailed list of unpaid customer invoices. 

Screenshot_48

Purchases & Suppliers


View the total owed to all suppliers. Click on the amount owed for a detailed list of unpaid supplier bills.

Screenshot_49

Bank accounts


View the balance on each of your bank accounts. Click on a balance for the relevant bank statements. You can stop accounts from appearing in this widget by editing the bank account on the Money screen.

Screenshot_50

Financial reports


Here you can quickly view your company reports including Profit & Loss, Balance Sheet and Cash Flow.

Screenshot_51

Expenses


This provides a summary of the company's expenses and the employee claiming.

expenses

VAT


This shows the VAT currently owed or due to HMRC

Screenshot_53

Getting started checklist


Gives you a link to the Getting started sub-menu under Dashboard to enter opening balances.

getting started

Calendar


This shows various events and documents becoming due, for example, VAT returns and due invoices and bills.  The items you wish to appear can be customised, and you can create a link to your outside cloud calendars to update them with the same information.

calendar

Customising your Dashboard


To customise the dashboard to show or hide particular widgets click on “Customise Dashboard” at the bottom of the page and select the widgets you want to see.

Dashboard-customise