Your dashboard: what each card and chart means
Read the counts, bank balance, monthly summary, invoice statistics and shortcuts on the first screen.
The Dashboard is the first screen after you sign in. It shows the current month, for example "Financial overview for October 2026".
Quick actions
At the top, Service Invoice and Bill buttons start a new invoice or bill. They appear only if your role may create them.
Get started and BIR deadlines
- Get started: a setup checklist for new companies, shown to people who can open Settings.
- BIR Filing Calendar: upcoming and overdue filings, shown when your calendar is set up and you have the Reports permission. See Set up the BIR Filing Calendar.
The four counts
Customers, Vendors, Service Invoices and Bills show how many records you have in total.
Account Balance
Shows your active bank accounts and the total balance across them. View all opens the bank account list. See Add bank accounts, cash and e-wallets.
Financial Summary (current month)
For the current calendar month:
- Revenue: service invoice totals dated this month, plus other revenue entries that aren't voided.
- Expenses: bills dated this month plus posted expense records.
- Receivable: what customers still owe you on issued invoices. Drafts and voided invoices are left out.
- Payable: what you still owe on issued bills. Drafts and voided bills are left out.
Service Invoice Statistics
A breakdown of your invoices by paid, outstanding and overdue. An invoice is overdue when its due date has passed.
Recent lists
Recent Service Invoices and Recent Bills show the latest few with customer or vendor and amount.
Accounting Shortcuts
One-click links to Chart of Accounts, Journal, General Ledger and Reports.
Tip: If a dashboard number looks wrong, open the matching report for the same dates. See Everyday reports.