The Company Dashboard

You can view your company’s financial information summary on the Company dashboard.

The Dashboard contains, by default, the following:



1. Date picker



2. Receivables



3. Payables



4. Cash flow



5. Profit & Loss



6. Expenses



7. Account Balance



8. Connect your bank

**Date Picker**

The date picker filters dashboard reports based on a selected date range.

**Receivables**

Receivables display the expected monies from your customers. And it is divided into:


- * Open – The invoiced amount that is yet to be paid by customers within a specific timeframe and is expected to be received within the due date.

and,


- * Overdue – The invoiced amounts that have exceeded due dates.

You can see details of the information by clicking on View Report.

**Payables**

Payables show your unpaid bills within a selected date range. The section is divided into two parts:


- * Open – The amount of unsettled bills yet to exceed the due dates.

and,


- * Overdue: The amount of unsettled bills that have exceeded their due dates.

You can see details of Payables by clicking on View Report.

**Cash flow**

Cash Flow summarizes your income, expense, and profitability within a set accounting period.



The above information is in a performance chart with color codes representing incoming and outgoing cash and profit.

You can click the three horizontal lines on the top right corner to download the report on display.

**Profit & Loss**

The Profit & Loss chart shows your income and expenses, including unpaid invoices and bills, within a specific time.

You can see details of Profit & Loss by clicking on View Report.

Click the three horizontal lines on the top right corner to download the report on display.

**Expenses By Category**

See all your expenses from different categories, such as projects, employees, inventory, and other custom categories.

You can see details of Profit & Loss by clicking on View Report.

**Account Balance**

The Account Balance section displays all your accounts on Akaunting and their balances.

**Connect Your Bank**

Import your bank transactions to Akaunting automatically by connecting your bank.

All transactions are auto-synced.

Updated on: 23/03/2025