Dashboard

The Dashboard is the first page you see after signing in. Each card shows one part of the business and links to the page or report with the detail. The period you pick on a card is remembered for you in this company.

Title bar

1. 1A greeting with your first name, which changes with the time of day.
2. 2Your initials (or picture) open the avatar menu, on every page.

1. 1Your name and sign-in email.
2. 2Profile Settings: your own name, picture, password, passkeys and two-step sign-in. See Profile.
3. 3Team Members, Company Settings and the other settings pages, down to Subscription. Notifications opens the Notifications tab of your Inbox. Which ones you see depends on your role in the company.
4. 4Help opens the Help page, with these docs and a way to contact support. See Help.
5. 5What's new opens the changelog in a new tab. A dot appears here, and on your initials, after each new release until you open it.
6. 6Feature requests: ask for something and vote on other people's ideas. See Feature requests.
7. 7Logout signs you out on this browser.
8. 8The version of WizeBooks you're using. Include it when you contact support.

Bank & card accounts

1. 1The dot is the bank feed: green for a bank connection that's working, red for one that needs attention (such as a new login), grey for an account you fill by uploading statements. Hover over it for the details. Then the account number.
2. 2The account's name. Click anywhere on the tile to open that account on the Accounts page.
3. 3The bank balance: what the bank says, including transactions you haven't reviewed yet. Under it, the type: Bank or Credit Card.
4. 4Unposted: bank transactions waiting for you. Red when some are waiting, green when there are none.
5. 5Posted: the balance in your books.
6. 6Go to accounts opens the Accounts page.
7. 7Connect a bank or card account adds another account (see Connect your bank).

The tiles show balances as of today. With more accounts than fit, arrows at each end scroll through them.

Cash flow

1. 1Today's cash balance: the money in all your bank accounts, in your books.
2. 2The period: This Month, Last Month, This Quarter, Last Quarter, This Year or Last Year.
3. 3Cash balance draws the balance over the period. Money in/out shows what came in and went out instead.
4. 4The chart. Hover over it for the figure on each date.
5. 5View cash flow opens the Statement of Cash Flows report.

Profit & loss

1. 1Net profit for the period: income minus expenses.
2. 2How that compares with the period before, as a percentage up or down.
3. 3Bars for Profit, Income and Expenses, with their amounts underneath.
4. 4The period, with the same choices as Cash flow.
5. 5View profit & loss opens the Profit and Loss report.

Invoices

1. 1Unpaid: everything customers still owe on open invoices.
2. 2Overdue: the part that's past its due date (the red bar).
3. 3Not due yet: the part that isn't due yet.
4. 4Paid: invoice payments received in the last 30 days.
5. 5Not deposited: payments received but not yet in a bank account, such as checks waiting to go to the bank. They're held in Undeposited Funds until you record the deposit.
6. 6Deposited: payments that have reached a bank account.
7. 7View invoices opens Invoices.

Expenses

1. 1Spending for the period.
2. 2How that compares with the period before.
3. 3The ring shows your biggest expense accounts. Hover over a slice to see its name and amount in the middle.
4. 4The five biggest accounts, with everything else added up as Other. A red or green arrow shows how much an account went up or down since the period before.
5. 5The period, with the same choices as Cash flow.
6. 6View expenses opens the Expenses by Vendor Summary report.

Accounts receivable and Accounts payable

1. 1Total: what customers owe you (left card), and what you owe vendors (right card), as of today.
2. 2The bar splits the total by how late it is. Hover over a part for its amount.
3. 3The ages: Current (not due yet), 1–30, 31–60, 61–90 and 91+ days past due.
4. 4View A/R ageing opens the Accounts Receivable Aging Summary.
5. 5View A/P ageing opens the Accounts Payable Aging Summary.

The report links open in a new browser tab unless your company has turned that off in Company Settings › Browser tabs.