The Dashboard is the first page you see when you log in to hibooks. It’s a summary of the main information about the activity of your business. On this page you have quick access to your financial overview of the business, sales, purchases, expenses as well your Bank Account information.
How do I Navigate to the Dashboard ?
In hibooks, there are three ways to access your dashboard :
Either your last edited Dashboard will appear right after you log in.
Or you select the Dashboard button from the sidebar menu.
Or you choose one of your businesses from the dropdown of the top left menu. You can create a new business by clicking on New Business. Learn more about completing those fields here.
What Information Do The Dashboard Blocks Contain ?
Financial Overview
This block displays the profit and loss of the current financial year period. By default, the period will show the fiscal year but you can change the period to this Month or over 6 Months.
If you click on View Sales then you will be redirected to your Sales page.
If you click on View Purchases then you will be redirected to your Purchases page.
If you click on View Taxes then you will be redirected to your Corporation Tax Report from the Reports page.
If you click on Profit then you will be redirected to your Profit and Loss Report from the Reports page.
Sales
The Sales block displays data about Invoice transactions of the period selected in the field with the amounts that are paid, unpaid and overdue. By default, it shows the period of the fiscal year. But you can filter it by selecting the last month, six months or all time.
Purchases
The Purchases block displays data about the transactions of the selected period with the amounts that are paid, unpaid and overdue. By default, it shows the period of the fiscal year. But you can filter it by selecting the last month, six months or all time.
Expenses
The Expenses block displays the top two expenses and the percentage of other from the selected period. By default, it shows the fiscal year. But you can filter it by selecting the last month, six months or all time.
Bank Accounts
The bank account block shows the current financial year statistics for the primary bank account and the main balances are :
hibooks balance: this relates to all transactions showing up in the bank account with a "to reconcile" status.
To Reconcile Tab : shows number of transactions to reconcile.
Bank balance: balance as provided by the connected bank.
You can navigate to the Banking section straight from the Bank Accounts block on the Dashboard by selecting Show All.
You can also connect a new bank account by clicking on Connect New Account or on Connect.
How do I Invite a User From The Dashboard ?
It's possible for you to invite a person, such as your accountant, to become a user on your hibooks account to check the data and make changes directly.
To do this, click on Invite Your Accountant.
Enter the email address and click on Send Invite.
The person receives an email with a link to access your hibooks account. Your accountant will how have full access to your account, to check information and to make the changes needed.