The Dashboard

Only available in the Startup Kit, Startup Kit VAT and Business Suite versions of Business Accountz

Dashboard Overview

Accounting Software screenshot dashboard main

Accounting Software screenshot dashboard main

The Dashboard component displays an overview of key financial information relating to your company’s performance.

It comprises up to 8 customisable information panels or ‘dashlets’ which each provide an insight into certain aspects of your finances:

The information that most dashlets display is configurable. To edit, click on the dashlet to access its configuration screen.

Add dashlets

Dashlets can be added to the component by clicking the ‘Add dashlet’ button (see below) in the top right of the screen (if this button is not visible, it means all available dashlets are already displayed).

Accounting Software screenshot add dashlet button

Accounting Software screenshot add dashlet button

When you click the ‘Add dashlet’ button, a menu will appear(see below) displaying all available (i.e. currently hidden) dashlets.

Accounting Software dashlet add button menu

Accounting Software dashlet add button menu

To add a dashlet, simply select it from this list.

Remove dashlets

Dashlets can be removed from the dashboard by clicking the ‘Remove Dashlet’ button (shaped like an ‘X’) in the top right of the panel:

Accounting Software screenshot remove dashlet

Accounting Software screenshot remove dashlet

Rearrange dashlets

Accounting Software screenshot drag dashlet

Accounting Software screenshot drag dashlet

Dashlets can be rearranged as required by left click/dragging and dropping the (already visible) dashlet into the desired position. In the example above the Invoices and Bills dashlet is being dragged/dropped into the bottom left corner of the component.

The Dashlets

Account Balances

Accounting Software Screenshot balances dashlet thumbnail

Accounting Software Screenshot balances dashlet thumbnail

The Account Balances dashlet (as visible in the main dashboard, see image above) displays the current balances for the accounts selected (up to a maximum of 6 accounts). To view your Account Balances in greater detail, click on the dashlet to select it.

Accounting Software Screenshot balances dashlet 1

Accounting Software Screenshot balances dashlet 1

This launches the dashlet’s configuration screen.

This screen (see above) displays a list of all bank, loan, cash and credit card accounts in the system and their current balances.

Within this window we can select which accounts are visible in the main dashboard thumbnail, plus click a button to examine any of the accounts listed here in further detail in the Chart of Accounts component.

The following values, buttons and icons are visible within the Account Balances Dashlet:

  • Accounting Software button return to dashboard Return to main dashboard screen - Clicking this button returns you to the main dashboard
  • Accounting Software button balances dashlet total Account Totals - Displays the total for all accounts visible in the dashlet
  • Accounting Software button balances dashlet tickbox Account Visibility Checkbox - Tick this box to make the account visible in the main Dashboard thumbnail.
  • Accounting Software button balances dashlet account name Account Name - Displays the account name.
  • Accounting Software button balances dashlet account type Account Type Icon - Displays the account type (bank, loan, cash or credit card).
  • Accounting Software Dashlet Account Warning Account Negative Balance Warning - The yellow warning icon appears when your account balance falls below zero. Click the icon to go to the Look Ahead Dashlet.
  • Accounting Software button balances dashlet account total Account Total - Displays the current total for the account in focus.
  • Accounting Software Dashboard Rearrange Accounts Rearrange Accounts Icon - Drag and drop this icon to change the order of accounts in the dashlet.
  • Accounting Software Dashboard Go To Account Go To Account - Clicking this button locates the account in focus in the Chart of Accounts component.
  • Accounting Software Dashlet Account Name Account Name - Displays the account name.

Invoices and Bills

Accounting Software Screenshot invoices dashlet thumbnail

Accounting Software Screenshot invoices dashlet thumbnail

The Invoices and Bills dashlet (as visible in the main dashboard, see image above) displays the number of customer invoices outstanding and the total amount you are owed, plus the number of supplier bills outstanding and the total amount you owe them.

The dashlet contains the following data fields:

  • Number of unpaid invoices - The total number of invoices which are marked as unpaid in the system (i.e. sale transactions using the ‘invoices unpaid’ account in the ‘To Account’ field for which the ‘Paid’ checkbox is unticked)
  • Amount you are owed - The total amount you are owed (i.e. the sum total of the unpaid invoices listed in the previous field)
  • Number of unpaid bills - The total number of bills which are marked as unpaid in the system (i.e. purchase transactions using the ‘bills unpaid’ account in the To Account field for which the ‘Paid’ checkbox is unticked)
  • Amount you owe - The total amount you owe (i.e. the sum total of the unpaid bills listed in the previous field)

To view your invoices and bills in greater detail, click on the dashlet to select it.

Accounting Software screenshot invoices bills dashlet zoom

Accounting Software screenshot invoices bills dashlet zoom

This screen comprises two panels which detail all outstanding invoices and bills individually:

  • Unpaid Invoices (Left Panel)
  • Unpaid Bills (Right Panel)

Unpaid Invoices panel

This panel displays a table containing the following columns/values/clickable links:

  • Unpaid Invoices Total - The total amount you are owed
  • Company - The customer this invoice pertains to (click on this value to access the customer’s record within the Customer Records component)
  • Amount - The amount outstanding for this invoice
  • Invoice No. - The invoice’s reference number (click on this value to load the invoice in the Document Editor component)
  • Date - The invoice’s tax date

Unpaid Bills panel

This panel displays a table containing the following columns/values/clickable links:

  • Company - The supplier this bill pertains to, if applicable (click on this to access the supplier’s record within the Supplier Records component)
  • Amount - The amount outstanding for this invoice
  • Invoice No. -The bill’s reference number
  • Date - The bill’s tax date

Top Toolbar

The top toolbar displays the following buttons/values:

  • Accounting Software button return to dashboard Return to main dashboard screen - Clicking this button returns you to the main dashboard

Profit and Loss

Accounting Software screenshot profit and loss dashlet thumbnail

Accounting Software screenshot profit and loss dashlet thumbnail

The Profit and Loss dashlet displays a chart showing a weekly, monthly, or quarterly comparison between the current year’s Profit and Loss figures, and previous years’ figures, as set in the dashlet’s configuration screen. N.B. the data presented is based on the calendar year, only.

To configure the information displayed in the chart, click on the dashlet to select it.

Accounting Software screenshot profit and loss configuration

Accounting Software screenshot profit and loss configuration

This launches the dashlet’s configuration screen.

Within this screen you can set which year(s) are included in the chart by ticking/unticking that year’s checkbox (see below).

Accounting Software button toggle chart year

Accounting Software button toggle chart year

Top Toolbar

The top toolbar displays the following buttons:

  • Accounting Software button return to dashboard Return to main dashboard screen - Clicking this button returns you to the main dashboard screen
  • Accounting Software button toggle chart period Toggle Chart Period - Toggles between Quarters/Months/Weeks for the periods displayed.

VAT Liability

Accounting Software vat Liability Dashlet

Accounting Software vat Liability Dashlet

N.B. This dashlet is only available in Startup Kit VAT and Business Suite versions of Business Accountz V3.

The VAT Liability dashlet thumbnail displays the following values:

  • VAT to Submit - The VAT amount owed to HMRC
  • Period - The current VAT period this amount relates to
  • Days Left to Submit - The number of days you have to submit your return manually
  • Days Left to Pay (Direct Debit) - The number of days left to pay the amount outstanding if you use the HMRC online gateway

N.B. For the Days Left to Submit and Days Left to Pay (Direct Debit) values, this can only be calculated based on submissions to HMRC directly from Business Accountz. Clicking the dashlet thumbnail accesses the VAT Return component.

Income by Account

Accounting Software screenshot income dashlet

Accounting Software screenshot income dashlet

This dashlet comprises a bar or pie chart (as defined by the user) displaying your income broken down by account, either as a percentage of total income or in units of base currency.

To configure the information displayed in the chart, click on the dashlet to select it.

Accounting Software screenshot income by account

Accounting Software screenshot income by account

Here you can set which accounts are displayed for this panel in the main dashboard component, choose whether the account totals are displayed as a percentage or as base currency, set the chart type (pie or bar chart), and (if required) set a start and/or end date for the chart displayed.

The dashlet comprises 3 sections:

  • Top Toolbar - Set Date Range/Chart Type/Chart Unit
  • Left Panel - Select Account(s)/Show Other
  • Right Panel - The Income By Account Chart

Top Toolbar

This toolbar offers the following buttons/options:

  • Accounting Software button return to dashboard Return to main dashboard screen - Clicking this button returns you to the main dashboard screen
  • Accounting Software button toggle chart unit Toggle Chart Unit - Toggles between % and £ (or your base currency) for your account totals.
  • Accounting Software button toggle chart type or Accounting Software button toggle chart type Toggle Chart Type - Toggles between bar and pie chart types.
  • Accounting Software button start date Start Date - Sets a Start Date for your chart totals
  • Accounting Software button end date End Date - Sets an End Date for your chart totals

Left Panel

The left column(see below) enables you to set which accounts/account groups are visible in the chart. Tick/Untick the relevant account to show/hide it.

The ‘Show Other’ checkbox affects how the ‘Various Accounts’ value is calculated(see below for more details).

Accounting Software screenshot income by account left panel

Accounting Software screenshot income by account left panel

If you tick an account group in this list, then the accounts contained within the group are automatically greyed out, and the account group is represented by a single value in the chart (see below).

Accounting Software screenshot dashboard income groups

Accounting Software screenshot dashboard income groups

In this example, the ‘Telesales Group’ account group has been ticked, thus automatically unticking the accounts contained within this group, and representing them as a single combined value in the chart.

Right Panel

Accounting Software screenshot bar chart

Accounting Software screenshot bar chart

The right panel comprises the ‘Income By Account’ pie or bar chart itself, displaying your data as set in the previous two sections.

The chart also includes an item, entitled ‘Various Accounts’, which combines all accounts which each total less than 1% of total income into a single value.

N.B. Hovering your mouse over the ‘Various Accounts’ item displays the individual values for the accounts which make up this item (see below).

Accounting Software screenshot various accounts

Accounting Software screenshot various accounts

Please note that when the ‘Show Other’ box is ticked in the left column (see above), the ‘Various Accounts’ value includes all unticked accounts in the ‘Select Account(s)’ column.

This is used if you wish to compare certain accounts against the remainder of your income (for example, if you wished to compare your Sales account’s income compared to everything else combined, you would tick ‘Sales’ and ‘Show Other’ and leave everything else unticked).

Spending by Account

Accounting Software screenshot income dashlet thumbnail

Accounting Software screenshot income dashlet thumbnail

Similar to the Income by Account dashlet (see above), this dashlet comprises a bar or pie chart (as defined by the user) displaying your spending broken down by account, either as a percentage of total expenditure or in units of base currency.

To configure the information displayed in the chart, click on the dashlet to select it.

Accounting Software screenshot spending by account configuration

Accounting Software screenshot spending by account configuration

Here you can set which accounts are displayed for this panel in the main dashboard component, choose whether the account totals are displayed as a percentage or as base currency, set the chart type (pie or bar chart), and (if required) set a start and/or end date for the chart displayed.

The dashlet comprises 3 sections:

  • Top Toolbar - Set Date Range/Chart Type/Chart Unit
  • Left Panel - Select Account(s)/Show Other
  • Right Panel - The Spending By Account Chart

Top Toolbar

This toolbar offers the following buttons/options:

  • Accounting Software button return to dashboard Return to main dashboard screen - Clicking this button returns you to the main dashboard screen
  • Accounting Software button toggle chart unit Toggle Chart Unit - Toggles between % and £ (or your base currency) for your account totals.
  • Accounting Software button toggle chart type or Accounting Software button toggle chart type Toggle Chart Type - Toggles between bar and pie chart types.
  • Accounting Software button start date Start Date - Sets a Start Date for your chart totals
  • Accounting Software button end date End Date - Sets an End Date for your chart totals

Left Panel

The left column(see below) enables you to set which accounts/account groups are visible in the chart. Tick/Untick the relevant account to show/hide it.

The ‘Show Other’ checkbox affects how the ‘Various Accounts’ value is calculated(see below for more details).

Accounting Software screenshot spending show accounts

Accounting Software screenshot spending show accounts

If you tick an account group in this list, then the accounts contained within the group are automatically greyed out, and the account group is represented by a single value in the chart (see below).

Accounting Software screenshot spending account group ticked

Accounting Software screenshot spending account group ticked

In this example, the ‘Employees Group’ account group has been ticked, thus automatically unticking the accounts contained within the group, and representing them as a single combined value in the chart.

Right Panel

Accounting Software screenshot spending pie chart

Accounting Software screenshot spending pie chart

The right panel comprises the ‘Spending By Account’ pie or bar chart itself, displaying your data as set in the previous two sections.

The chart also includes an item, entitled ‘Various Accounts’, which combines all accounts which each total less than 1% of total expenditure into a single value.

N.B. Hovering your mouse over the ‘Various Accounts’ item displays the individual values for the accounts which make up this item (see below).

Accounting Software screenshot spending various accounts

Accounting Software screenshot spending various accounts

Please note that when the ‘Show Other’ box is ticked in the left column (see above), the ‘Various Accounts’ value includes all unticked accounts in the ‘Select Account(s)’ column.

This is used if you wish to compare certain accounts against the remainder of your expenditure (for example, if you wished to compare your Rent and Rates account’s expenditure compared to everything else combined, you would tick ‘Rent and Rates’ and ‘Show Other’ and leave everything else unticked).

Look Ahead

Accounting Software screenshot look ahead thumbnail

Accounting Software screenshot look ahead thumbnail

The Look Ahead dashlet displays a chart showing the forecasted balance for a selected account (or account group) for a defined period, as set in the dashlet’s configuration screen.

If your account balance is due to fall below zero (or your overdraft limit), the dashlet will display a warning icon on that date.

To configure the information displayed in the chart, click on the dashlet to select it.

Accounting Software screenshot look ahead dashlet

Accounting Software screenshot look ahead dashlet

Here you can set which account or account group is displayed for this panel in the main dashboard component (n.b. you can only select one account/account group at a time), choose the forecast period length, plus view an analysis of the transaction/balance data for any point on the chart.

The dashlet comprises 3 sections:

  • Top Toolbar - Toggle Chart Period
  • Left Panel - Select Account/Account Group
  • Right Panel - The Look Ahead Chart

Top Toolbar

The top toolbar displays the following buttons:

  • Accounting Software button return to dashboard Return to main dashboard screen - Clicking this button returns you to the main dashboard screen
  • Accounting Software button toggle chart forecast period Toggle Chart Period - Toggles between 31 Days/60 Days/1 Year for the forecasted period displayed.

Left Panel

The left column (see below) enables you to set which account/account group is visible in the chart (n.b. only accounts which have transactions/automated transactions entered against them will appear in this list).  Tick the relevant account or account group to select it.

Accounting Software screenshot look ahead dashlet 2

Accounting Software screenshot look ahead dashlet 2

Right Panel

Accounting Software screenshot look ahead dashlet 4

Accounting Software screenshot look ahead dashlet 4

The right panel comprises the ‘Look Ahead’ chart itself, displaying your data as set in the previous two sections.

The ‘X’ axis displays the date and the ‘Y’ axis displays account balance.

N.B. Hovering your mouse over any date point on the chart (see below) displays transaction and balance data for this date for the account/account group selected (click ‘X’ to close this box).

Accounting Software screenshot look ahead dashlet 3

Accounting Software screenshot look ahead dashlet 3

Actuals

Accounting Software screenshot actuals thumbnail baz

Accounting Software screenshot actuals thumbnail baz

The Actuals dashlet shows a comparison of spending (or income) for a particular account or account group. This is displayed on a weekly, monthly or quarterly basis, and also shows a comparison between the current and previous years’ figures.

Each point in the chart represents the total spending (or income) for the account/account group for that week/month/quarter.

To configure the information displayed in the chart, click on the dashlet to select it.

Accounting Software screenshot actuals dashlet

Accounting Software screenshot actuals dashlet

This launches the dashlet’s configuration screen. This comprises four sections:

Top Toolbar

The top toolbar displays the following buttons:

  • Accounting Software button return to dashboard Return to main dashboard screen - Clicking this button returns you to the main dashboard screen
  • Accounting Software button toggle chart period Toggle Chart Period - Toggles between Quarters/Months/Weeks for the periods displayed.

Left Toolbar

Here you can set which account or account group is displayed in the chart (tick the relevant checkbox to select it).

Accounting Software screenshot actuals selector

Accounting Software screenshot actuals selector

Right toolbar

Here you can set which year(s) are included in the chart by ticking/unticking that year’s checkbox (see below).

Accounting Software button toggle chart year

Accounting Software button toggle chart year

Chart

Accounting Software screenshot actuals chart  

This section displays the chart (using the currently defined settings, see above) as it will appear in the dashboard thumbnail.