Articles on: Sprwt Supprt
What does the Accounting Dashboard show?
The Dashboard (`Accounting > Dashboard`) is titled Accounting – Financial Overview and contains:
- A Create New button with shortcuts to create a Customer, Invoice (event proposal), Recurring Invoice, Transaction or Connected Account.
- Four KPI tiles: Revenue (money received, last 12 months), Expense (money spent, last 12 months), Net Income (Revenue − Expense, labelled Profitable (12m) or Loss (12m)) and Uncategorized (transactions still to categorize).
- Cash Flow chart (inflow, outflow and net change per month) with a View Report link.
- Profit and Loss chart (income vs expense bars per month) with a View Report link.
- Net Income table comparing the previous and current fiscal year.
- Connected accounts card listing each linked institution, its accounts, masked numbers and current balances, with a View link.
- Expense Breakdown doughnut chart showing the share of each expense category.
- A promotional card for SPRWT HR Tools / Timesheets.
Where to find it:
/admin/accounting/dashboard