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.
Purchases & Suppliers
View the total owed to all suppliers. Click on the amount owed for a detailed list of unpaid supplier bills.
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.
Here you can quickly view your company reports including Profit & Loss, Balance Sheet and Cash Flow.
This provides a summary of the company's expenses and the employee claiming.
This shows the VAT currently owed or due to HMRC
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.
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.
For additional help, click here to view all our training options.
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