What data is shown in the dashboard?

The dashboard shows the following data, depending on user permissions:

• Bank Balances
  
  
• Cash Flow: Income, Expenses & Balance
  
  
• Payables & Receivables Aging
  
  

• To Dos:

  • Finish your setup (if settings are not completed)
  • Approvals (if you have any)
  • Documents to review (if there is anything in the inbox)