The TrulySmall Accounting Dashboard is a powerful tool that allows you to keep tabs on your key business insights. You can view all of your key business information on a single screen. In addition, the dashboard can also be seen dynamically on any mobile device. Keep in mind, the reports in your Dashboard are calculated with only transactions that have been reviewed and posted to your General Ledger.
Non-reviewed items in the Smart Inbox are not incorporated in your Dashboard until they are reviewed and moved to Transactions.
The Dashboard is divided into the following sections:
Connected bank accounts
Total Income, Total Expenses and Net Income
Top Expenses (up to 8 accounts shown)
Receivables and Payables
You can easily monitor or glance at the dashboard for changes. You can also set up notification alerts to notify you of changes in your data or any new information that you need to be aware of. This allows you to stay abreast of key changes in your business without needing to manually monitor them. To learn more about notifications, please read here.
You can mouse-over any of the sections to learn more about how values are calculated.
If you have multiple years of business data, you can see previous years by changing the year in the Net Income graph.
Start Up Guide Smart Inbox Importing Data Accounts Dashboard Transactions Contacts Invoices Bills to Pay Reports Settings Taxes