Use Dashboard to see the current position of your Business. Open a record or Report when you need to understand the work behind a figure.
The figures shown depend on your role and access. A team member’s Dashboard may focus on their assigned work instead of Business-wide financial information.
1. Read the overview
Open Dashboard and check the period named beside each figure.
| Figure | What to look at |
|---|---|
| Paid this month | Money received this month, with a comparison when one is available. |
| Outstanding invoices | The remaining amount customers owe, with overdue balances identified separately. |
| Work agreed this month | Agreed work for the period. This is separate from money received. |
| Capacity next fortnight | Free team hours and the hours already allocated against availability. |
These measures describe different parts of the Business. Keep them separate when deciding what needs attention.
2. Compare invoicing and payments
In Money coming in, choose Last 3 months or Last 6 months. The Invoiced and Received lines show charges and payments separately. Point to a month, or focus it with the keyboard, to inspect its figures.
A payment can arrive in a later month than its Invoice. Use payment records to check what was received against a particular Invoice.
3. Open the work needing attention
Check Needs attention for the records that require action. Select a record name to review its details before following up or making a change.
Use Active projects and Upcoming visits to inspect work in progress, the next attendance and the assigned people. The Dashboard and navigation guide explains how to move between these records.
4. Investigate costs and performance
Open Reports when you need a filtered list or grouped summary. Choose the period and date field that match your question, then run the report. Follow building and running Reports for the steps.
For an individual Project, compare the Estimate with recorded time and material costs. Check its Invoices and payments separately. See Project costs for the records behind those comparisons.
If a figure needs review
A Needs review message or unavailable amount is not a zero balance. Open the relevant records and check their details. When comparing figures with a colleague, use the same Business and period and account for differences in access.