Learning level
16/100
Learning level
16/100
Guide type
User Guide
Audience
Lite users
Sections
5
Read the Lite dashboard for sales, purchases, receivable/payable, income/expense, net position, inventory and important account activity.
What this guide covers
Quick facts
The dashboard brings important business figures into one place, including sales/purchase activity and account-based financial summaries.
Use the dashboard to understand money expected from parties, money owed, income, expense and net movement for the selected view.
When Inventory is enabled, the dashboard can show stock movement and available inventory information.
Dashboard information can be viewed for different periods such as the current month or broader/all-time context depending on the displayed control.
From the dashboard you can continue into ledgers, stock status, sales, purchase and other daily actions instead of treating summary cards as the final report.