Have you tried the new Business dashboards feature in v28?

The Business dashboard is a great new feature that gives you key business data at a glance.

Whether you choose one of our ready-made dashboards or create your own from scratch, you can personalise them to suit you and your business. It's really easy to set up and use. Find out more

Using our dashboards feature already?... please leave us your comments, we'd love to know what you think.

  • So far I have received the following ideas for enhancements to the existing widgets: 

    Profit & loss – Add a switch to include future transactions, for situations where the financial year has not been closed

    Invoice summary – Add a switch to show values by net or gross

    Invoice summary – Add a switch to exclude invoices not updated to the ledger

    Top customers / suppliers - Add a switch to show values by net or gross

    Top customers / suppliers – Show more records when in the list view e.g. 10 rather than 5

    Money in money out – Add a switch to exclude journal transactions (so bank transfers are excluded)

  • On the business Liquidity  widget it would be nice to be able to add in longer term liabilities as a drop down 

  • in reply to Victoria Hanley

    Thanks Victoria, are you currently just adding these to the short term liabilities as a work around?