Dashboard

Dashboard is the first thing you’ll see when you log in to your Zoho Books account. The dashboard gives you a clear picture of your company’s finances.

Dashboard

The dashboard in Zoho Books has the following sections:

Total Receivables

Receivables

Here, you can view how much money your customers owe you. This section is divided into two types.

Type Description
Current The amount you’re yet to receive for invoices that hasn’t crossed the payment due date.
Overdue The amount you’re yet to receive for invoices that have crossed the due date.

Clicking the Total Receivables will redirect you to the Aging Details report.

Total Payables

Payables

You can view the money that you owe to your vendors. This section is divided into two types.

Type Description
Current The amount you’re yet to pay for the purchase transactions that haven’t crossed the payment due date.
Overdue The amount you’re yet to pay for the purchase transactions that have crossed the due date.

Clicking the Total Payables will redirect you to the Aging Details report.

Cash Flow

Cash Flow Dashboard

You can analyze the cash flowing in and out of your organizatison with graphs.

Fields Description
Cash as on “date” The cash you had at the beginning and the end of your fiscal year.
Incoming The cash earned through sales transactions.
Outgoing The cash spent for purchase transactions.

Clicking Cash Flow will redirect you to the Cash Flow report.

Income and Expense

Income Expense Dashboard

Your company’s finances for different months of the year are listed in this section.

Type Description
Total Income This displays the amount received through sales transactions and bank deposits.
Total Expenses This displays the amount spent through purchase transactions and bank withdrawals.

Clicking Income and Expense will redirect you to the Income and Expense report.

Your Top Expenses

Your Top Expenses

You can view your top expenses across different categories in the form of a pie chart.

Clicking Your Top Expenses redirect you to the Expense by Category report.

Projects

Projects Dashboard

The Projects section displays the following information:

Clicking Projects will redirect you to the Timesheet report.

Bank and Credit Cards

Bank Credit Card

Here, you can see a list of all the bank accounts and credit cards that you have saved in your Zoho Books organization.

Clicking on any one of the bank accounts will redirect you to the page where you can see your bank transactions.

You can view the uncategorized transactions and the bank and credit cards that you have added along with their respective balances.

Configure your organization
Creating contacts Creating invoices

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