Dashboard
Overview
The Dashboard is your financial command centre, providing a real-time snapshot of your business's financial health. It displays key metrics, compliance reminders, receivables, payables, and recent transactions in a single view.
Accessing the Dashboard
Navigate to Account > Dashboard from the left sidebar. This is the default landing page when you open the Account Module.
Dashboard Sections
1. Header & Date Range Filter
At the top of the dashboard, you will see:
- A personalised greeting with your company name
- A Demo Data Loader button (for new accounts to populate sample data)
- A Date Range Filter to control the reporting period for all dashboard widgets
Filtering by Date Range
- Click the date range picker at the top of the dashboard.
- Select from preset ranges: Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, This Quarter, Last Quarter, Year to Date, This Year, or Last Year.
- Alternatively, select a custom date range.
- All dashboard widgets update automatically to reflect the selected period.
Loading Demo Data
If you are new to ABBPay, click the Load Demo Data button to populate your account with sample data including:
- Chart of Accounts
- Clients and Suppliers
- Products
- Sample Invoices
- Sample Expenses
Note: Demo data is for testing purposes only and can be removed later.
2. Compliance Reminders Widget
This widget displays upcoming compliance deadlines with colour-coded status indicators:
| Reminder Type | Description |
|---|---|
| VAT Return | Upcoming VAT filing deadline |
| CIS Return | Construction Industry Scheme returns |
| Payroll RTI | Real-Time Information submission deadlines |
| Confirmation Statement | Companies House filing requirement |
| Annual Accounts | Year-end accounts filing deadline |
| Corporation Tax | Corporation tax payment and filing deadlines |
Status Indicators:
- Red (Overdue) - The deadline has passed
- Amber (Due Soon) - The deadline is approaching
- Green (Upcoming) - The deadline is in the future
Smart Notifications: You can enable automatic notifications for each reminder via:
- Email notifications
- WhatsApp notifications
- SMS notifications
Toggle each notification channel on or off by clicking the respective checkbox next to each reminder.
3. Money In vs Money Out Chart
A bar chart displaying monthly financial performance:
- Green bars - Total Income (revenues, invoices, POS sales)
- Red bars - Total Expenses (payments, bills, purchases)
- Blue line - Net Profit
Summary totals are displayed above the chart showing:
- Total Income for the period
- Total Expenses for the period
- Net Profit/Loss
4. Who Owes You (Accounts Receivable)
Displays a table of customers with outstanding unpaid invoices:
| Column | Description |
|---|---|
| Customer Name | The client with unpaid invoices |
| Items | Number of unpaid invoices |
| Total Due | Total amount outstanding |
Click on a customer to view their invoice details. Click View All to navigate to the Money In section.
5. Who You Owe (Accounts Payable)
Displays a table of suppliers with outstanding unpaid bills or purchases:
| Column | Description |
|---|---|
| Supplier Name | The vendor with unpaid bills |
| Items | Number of unpaid bills/purchases |
| Amount Owed | Total amount outstanding |
Click View All to navigate to the Money Out section.
6. Latest Transactions
A feed of the 10 most recent financial transactions across all types:
| Transaction Type | Badge Colour |
|---|---|
| Invoice | Blue |
| Bill/Expense | Red |
| Purchase | Amber |
| POS Sale | Green |
| Payment | Purple |
Each entry shows the transaction type, date, description, and amount.
7. Statistics Cards
A row of 7 summary cards displaying key counts:
| Card | Description |
|---|---|
| Total Clients | Number of registered customers |
| Total Products | Number of products/services in catalogue |
| Total Invoices | Total invoices created |
| POS Sales | Total POS transactions |
| Purchases | Total purchase orders |
| Bills/Expenses | Total expense records |
| Overdue Invoices | Number of invoices past their due date |
8. Top 5 Expenses
A pie chart showing the top 5 expense categories by total amount, helping you identify your largest cost centres at a glance.
Actions Available on Dashboard
| Action | How To |
|---|---|
| Change reporting period | Use the date range filter at the top |
| Enable compliance notifications | Toggle Email/WhatsApp/SMS checkboxes on compliance reminders |
| View customer details | Click on a customer name in the "Who Owes You" section |
| View supplier details | Click on a supplier name in the "Who You Owe" section |
| Load demo data | Click the "Load Demo Data" button (new accounts only) |
| Navigate to modules | Click on any summary card or "View All" links |