Your Today dashboard
What each card on Today means and how to act on it.
Today shows where the business stands and what needs you.
- Invoices owed to you, Overdue, Paid in the last 30 days, Bank balance. Each card links to the full list.
- Cash in and out. Six months of money in and out. Switch the period with 7 days, 30 days, Quarter or FY.
- Needs your attention. Plain lists the next jobs: bank lines to reconcile, a pay run to finish, invoices to follow up, approvals waiting. Select the action next to each one.
- Who owes you and Owed by age. Your biggest overdue customers and how old the debts are.
- Books status. How much of this period is reconciled and ready.
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