The Dashboard is the first page you see when you log in to hAIbooks. It’s a summary of the main information about the activity of your business.

You can navigate to the Dashboard in different ways:

  1. Your last edited Dashboard will appear right after you log in

  2. Select the Dashboard button from the sidebar menu

  3. Choose a business from the dropdown of the top left menu. 

You’ll see that the Dashboard is made up of the following blocks:

  • Financial Overview

  • Bank Accounts

  • Sales

  • Purchases

  • Expenses

Bank Accounts

The bank account block shows the current financial year statistics for the primary bank account and the main balances are :

  1. hAIbooks balance: this relates to all transactions showing up in the bank account with an "to reconcile" status.

  2. To Reconcile Tab : shows number of transactions to reconcile.

  3. Bank balance: balance as provided by the connected bank.

You can navigate to the Banking section straight from the Banking block on the Dashboard by selecting Show All. You can also connect a new bank account.

Sales

The Sales block displays data about Invoice transactions by the period selected in the Issue/Due Date fields. By default, it shows the last six months. But you can filter it by selecting the last month, the fiscal year or all time.

Purchases

The Purchases block displays data about the transactions by selected period. By default, it shows the last six months. But you can filter it by selecting the last month, the fiscal year or all time.

Financial Overview

This block displays the profit and loss of the current financial year period. 

You can also view a more detailed report in the Reports section in "Profit and Loss".

Expenses

The Expenses block displays data about the transactions by the selected period. By default, it shows the last six months. But you can filter it by selecting the last month, the fiscal year or all time.

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