Overview
The Dashboard is your personalised helicopter view of your business. Every user gets a dashboard tailored to their role, showing the information most relevant to how they work.
When you log in, the Dashboard is the first thing you see. It surfaces the things that need your attention so you can quickly decide what to focus on.
Owner / Super Admin Dashboard
Owners and Super Admins see the most comprehensive view, covering both financial and operational activity across the account.
The dashboard is dynamic — widgets appear based on what needs your attention. Widgets include:
Uncategorized
Incoming expenses waiting to be reviewed, grouped by supplier with a count of items per supplier. Appears when there are unprocessed incoming expenses.
What I Owe
Payables summary showing draft and outstanding expenses to be paid, with a link through to Payables.
Who Owes Me
Receivables summary showing draft, unsent, and outstanding invoices, with a link through to Receivables.
Leave Requests
Leave requests awaiting approval, showing the team member, leave type, and start date. Includes an Approve Leave action. Appears when leave approvals are pending.
Who's doing what?
A live view of tasks currently in progress across the team, showing each team member's avatar and their active task.
Workload Outlook
A timeline view of how tasks are distributed across team members, with tabs for 6 Months, Week, Two Days, and Milestones. Includes a "Hide weekends" toggle and an expand button for full-screen view. The subtitle shows the calculation basis (e.g. "Based on 10.5 hr / day").
Leave
Upcoming leave across the team for the next month.
Manager Dashboard
Managers see a similar view focused on project and team activity:
- Who's doing what? — tasks currently in progress across the team
- Closed Tasks — recently closed tasks across the team
- Workload Outlook — timeline view with 6 Months, Week, Two Days, and Milestones tabs
- Uncategorized — incoming expenses to review
- Quotes — quotes needing follow-up
- Leave — upcoming team leave
Basic User Dashboard
Basic users see a focused view limited to their own work:
- Task Board — tasks assigned to them and their current status
- Schedule — a timeline view of their upcoming work
- Who's doing what? — tasks currently in progress across the team
- Time Entries — chart of recent time entries logged by the user
Accountant (Bookkeeper) Dashboard
The Accountant role sees widgets focused on financial health:
- Who Owes Me — outstanding receivable invoices
- What I Owe — outstanding payable expenses
- Tax Reports — tax reporting summary (visible when GST/VAT is registered)
- Bank Accounts — for each active bank account a card shows the account type icon, name, BSB/Account number, expected balance, current financial year range, an annual reconciliation grid, and a Bank Reconciliations action to open bank reconciliation
Note: Each user's dashboard updates in real time as activity happens across the account. You do not need to refresh the page to see the latest information.