The Business Dashboard

January 25 2016, 5 Comments

The Business Accountz Dashboard has been completed.

If you have any questions please call 01354 691650, you will get straight through to an operator who will answer any questions you have.

Extensive Beta testing and customer surveys have ensured that we are providing exactly what you need to help with the day to day running of your business.

So without further ado, we present to you the upcoming features and functionality of our brand new Dashboard.

The Dashboard (see above) lets you display 6 individual ‘Dashlets’. There are several to choose from, each providing analysis on a different aspect of the businesses finances. This ensures that the Dashboard will always be relevant no matter what industry the business operates in.

Each Dashlet is interactive, allowing you to change the data or graph being shown. Just click on a Dashlet and compare your Profit and Loss year on year, find out who owes you that outstanding invoice or which product / service is bringing in the most money. 

Which Dashlets can I choose from?

Bank, Credit Card and Loan Balances

Outstanding Bills and Invoices

Profit and Loss Report

VAT Reminder

Spending by Expense Account

Income by Sales Account

Outstanding Invoices and Bills

The Invoicing and Bills Dashlet shows you how much the business owes and how much it is owed. Along with how many outstanding invoices and bills there are which need to be paid.

Open up the reporting section and you can see each invoice and bill in detail. Including the Payee and a link to their record, allowing you to take the necessary action.

Income by Sales Account

The income by Sales Account Dashlet enables you to break down your income. Providing you with the knowledge of which sales group or account has been performing better over time.

Represented as a Bar or Pie chart you can select which sales groups or accounts are shown. Either in monetary values or percentages. There is also a date filter ensuring the report is as detailed as required.

Bank, Credit Card and Loan Balances

This Dashlet allows you to see the balances of your different loans, credit cards and bank accounts. It has been kept extremely simple for your convenience.

Clicking on this Dashlet will allow you to choose which accounts you want to show in the Dashboard and provide you with a link to each accounts individual transactions.

Profit and Loss Report

Accountz will now display the Profit and Loss report for you, represented as a line graph.

Stepping into the reporting section allows you to delve deeper into the numbers and even compare your current Profit and Loss against previous years. You can even set the report to weekly or monthly.

VAT Reminder

This useful Dashlet will remind you exactly when the VAT return needs to be submitted. As well as remind you when the VAT needs to be paid to HMRC.

It also displays how much the business currently owes HMRC, so there are no surprises at the end of the quarter.

Spending by Expense Account

Better reporting now allows you to see which of your expense categories are costing you the most. Allowing the business to cut unnecessary costs and make a bigger profit.

Represented as a Bar or Pie chart you can select which expense groups or accounts are shown. Either in monetary values or percentages. There is also a date filter ensuring the report is as relevant to you as possible.