Check the books cards
Five dashboard cards keep an eye on your books: what you owe vendors, where your cash sits, what you could invoice today, the tax you’ll owe this period and where your money goes. Each card links to its full report.
Payables
Section titled “Payables”What you owe vendors: Current, Overdue and Total, with a bar of current against overdue. Below it are the bills due in the next 7 days and the oldest overdue bill. Click Overdue to open Payables filtered to overdue bills. See Purchases.
Accounts
Section titled “Accounts”Each active bank, cash and card account with its balance and “Reconciled to date” or “Not reconciled”. A card account’s balance shows as owed. Click an account to open its register, or Banking for all of them. See Banking.
Ready to bill
Section titled “Ready to bill”Work you could invoice today: “Completed milestones not invoiced” and “Approved billable expenses not billed”, each with a count and amount. Click milestones to see the jobs with completed milestones, then open a job to invoice them. Click expenses to open the billable expenses list. With nothing to bill, it reads “Nothing waiting to be billed.” If the Jobs & field module is off, only billable expenses show.
Tax this period
Section titled “Tax this period”Collected, Input tax and Net payable for the current month or quarter, following the Return period in Settings › Tax. Under the figures it says what you’ve paid for the period, or “nothing paid yet”. Click the card to open the Tax Summary for that period. See Tax.
Top expenses
Section titled “Top expenses”Your five largest expense accounts as labelled bars with amount and percentage, plus Other. Choose This month, This quarter or This financial year. Click a bar to see the entries behind it. With nothing spent, it reads “No expenses in this period.”
Last updated with Spine 1.0.0-beta.2