Posted 8 years ago by AccountsPortal Tracy
We've given the main dashboard a major overhaul that should hopefully present a lot more information in an easy to use manner.
Along with a list of AccountsPortal Updates, there are now 4 charts:
i) Outstanding invoices and credit notes grouped by month.
ii) Outstanding purchase invoice and purchase credit notes grouped by month
iii) A running total of all your bank accounts, displayed over the last 10/30/60/90 days
iv) A summary of your income, expenses and net profit for the financial year to date, grouped by month. You can view this as a cumulative total (i.e. running balance for the year to date), or on a per-month basis.