A useful first look
The dashboard leads with what is outstanding, overdue, collected or at risk of expiring.
Dashboard & reports
Know where the money stands.
See the numbers that need attention now, then dig into invoices, estimates, revenue and sales tax.
What you can do
Dashboard & reports, in detail.
- See Outstanding, Overdue, Collected and Estimates at risk cards
- Compare invoiced with collected in a chart
- Break down invoice status by count or amount
- Choose today, 7 or 30 days, month, quarter, year or a custom range
- Open overview, revenue, invoice, estimate and sales-tax reports
- Display times in your business time zone
Change the window
Move between preset ranges or choose your own dates to understand a specific period.
Go deeper with reports
Review overview, revenue, invoices, estimates and sales tax when you need the detail behind the cards.
Good to know
Dashboard & reports questions, answered.
Which reports are included?
Overview, revenue, invoices, estimates and sales-tax reports.
Can I use a custom date range?
Yes. You can choose a custom range or use common presets.
Which time zone is used?
Times are shown in the business’s own time zone.