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Dashboard

What this screen is for​

Dashboard is the workspace starting point. Use it to scan current accounting status, review open work, and jump into the next workflow.

Before you start​

Select the correct company and confirm the fiscal period you are reviewing. If you expect new documents or bank transactions, make sure the upload or integration sync has finished.

Basic walkthrough​

  1. Open Dashboard from the Platform group.
  2. Review the summary cards for open work, warnings, and recent activity.
  3. Open the queue or shortcut that matches the item you need to handle.
  4. Finish the work in the target screen.
  5. Return to Dashboard and confirm the status changed.

What to check next​

Go to Inbox when the dashboard points to source document review or posting work. Go to Bookkeeping for posted-ledger follow-up. Go to Reports when you need to inspect accounting output after work is complete.