Where

Accounting › Overview

Who

People whose role may see the accounting overview. Each card shows only if you may see its figures.

Choose a Company, or leave Every company you work in. The line under the filters says whose figures you are reading.

Choose a Period. To give your own dates, choose the custom range and fill From and To.

Read the cards. Each one has a link that opens the screen or report behind it.

Card	What it tells you	Its link
The ledger	Agrees with itself, or a warning when it does not.	Open the trial balance
Posted entries	How many journal entries are posted.	Open the journal
Drafts waiting	Entries written and not yet posted.	Open the drafts
Open periods	Fiscal periods still open.	Open the periods
Documents not on the ledger	Invoices, receipts and credit notes that have not reached the books.	Open Transactions

Under the cards the screen lists what needs a hand, when there is any:

Refused by the ledger: each document the ledger would not take, with the reason in a sentence, such as a document that belongs to no company. Open Transactions is where you put them right.
Companies with no chart: companies that keep their own books and have no accounts yet. Open the companies.
Items whose account is not in a company's books, each with its Income account or Expense account. Open the ledger settings.

Then the money: Owed to you and Owed by you, per currency, each opening its ageing report; Bank, cash and card balances, where each account opens its register; Profit and loss by month with Income, Costs and expenses and Net; Largest expenses; and Budgets, which says whether spending is within each live budget.