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Dashboard

What this screen is for​

Dashboard is the starting point for the workspace. Use it to understand what needs attention, check high-level accounting status, and jump into the next workflow.

Before you start​

Select the correct company and confirm the current fiscal period is the one you want to review. Make sure any documents, bank imports, or integration syncs you expect to see have already been added to the workspace.

Basic walkthrough​

  1. Open Dashboard from the Platform tab.
  2. Scan the summary panels for open work, warnings, or recent activity.
  3. Open the queue or shortcut that matches the item you want to handle.
  4. Return to Dashboard after completing work to confirm the status changed.

What to check next​

Go to Bookkeeping when the dashboard points to source document review or posting work. Go to Reports when you need to inspect accounting output after work is complete.