Help Center › Getting Started
The Dashboard
Read the Dashboard figures, switch the financial year you are working in, and add a new financial year.
The Dashboard is the first screen after you log in. It shows a summary of sales, purchases, money due and cash for one financial year. Open it any time from Dashboard at the top of the sidebar.
Before you start
- The company name banner at the top appears only after you save your Business Profile.
- All figures come from your saved entries. A new business will see zeros until it records sales, purchases or vouchers.
Steps
- Open Dashboard.
- Check the Financial Year box. It shows the year whose figures you are looking at. The year marked with
*is your default year. - Read the cards. Each card shows an amount for the selected year only.
- Scroll down to the Monthly Sales vs Purchases chart. It shows one pair of bars for each month of the year. Point at a bar to see the exact amounts.
Switch the financial year
- Click the Financial Year box.
- Choose another year from the list.
- The page reloads. The Dashboard, registers and reports now open with that year's dates.
The year you pick here is the year you are "working in". It stays selected in this browser until you change it.
Add a financial year
- Click + Add FY next to the Financial Year box.
- In Starting Year, type the year the financial year begins. For April 2026 to March 2027, type
2026. - Check the line under the box. It shows the code and dates, for example
FY-2026-27 (01/04/2026 to 31/03/2027). - Click Create.
To create a year with other dates, or to close a year, use Financial years.
The cards
| Card | What it shows |
|---|---|
| Total Sales | Sales for the year, after cancelled invoices are taken out. The line below gives the number of invoices. |
| Total Purchases | Purchases for the year, after cancellations, and the number of purchase bills. |
| Receivables | Money customers owe you from this year's entries, and how many parties owe it. "Nothing outstanding" means no customer owes you. |
| Payables | Money you owe suppliers from this year's entries. |
| Cash in Hand | The balance of your Cash ledger. |
| Bank Balance | The total of all your bank ledgers. One extra card appears for each bank account. |
Common problems
- Every card shows ₹0 — no year is selected, or nothing is recorded in that year. Pick the right year in the Financial Year box.
- Enter a valid year (2000-2099) — the Starting Year must be a four-digit year from 2000 to 2099.
- Financial year already exists — a year with exactly these dates is already on file. Pick it from the list instead.
- Receivables do not match a customer's ledger — the card counts only entries dated in the selected year. Open the customer's ledger for the full balance. See Ledger report.