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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