## Documentation Index Access the complete documentation index at: https://www.zoho.com/in/books/help/llms.txt Use this file to discover all available documentation pages before proceeding. # Home When you log in to Zoho Books, you will first see the _Home_ page, which clearly shows the financial health of your organisation. ## Dashboard Tab The _Dashboard_ tab in Zoho Books provides a clear view of your finances. You can easily track your income, expenses, bank balances, project time logs, and outstanding amounts. It also includes visual charts that allow you to monitor your business’s financial performance at a glance. ### Total Receivables In Zoho Books, the _Total Receivables_ panel displays the amount your customers owe you. It is divided into two sections: * **Current:** The amount yet to be received for invoices that haven’t crossed the payment due date. * **Overdue:** The amount yet to be received for invoices that have crossed the payment due date. ![dashboard-tab - total-receivables](/in/books/help/images/home/dashboard-tab/total-receivables.png) You can click the **Current** or **Overdue** amount under _Total Receivables_ to view the **AR Aging Details By Invoice Due Date** report. To create new transactions within this tab: * Click **\+ New** in the top right corner of the panel. * In the dropdown, you can create the following transactions: * Invoice * Recurring Invoice * Customer Payment ![dashboard-tab - total-receivables-new](/in/books/help/images/home/dashboard-tab/total-receivables-new.png) Additionally, by clicking the drop-down next to the **Overdue** amount, you can choose the desired time range. ![dashboard-tab - total-receivables-overdue](/in/books/help/images/home/dashboard-tab/total-receivables-overdue.png) ### Total Payables In Zoho Books, the _Total Payables_ panel displays the amount you owe your vendors. It is divided into two sections: * **Current:** The amount you have yet to pay for purchase transactions that haven’t crossed the payment due date. * **Overdue:** The amount you have yet to pay for purchase transactions that have crossed the payment due date. ![dashboard-tab - total-payables](/in/books/help/images/home/dashboard-tab/total-payables.png) You can click the **Current** or **Overdue** amount under _Total Payables_ to view the **AP Aging Details By Bill Due Date** report. To create new transactions within this panel: * Click **\+ New** in the top right corner of the panel. * In the dropdown, you can create the following transactions: * Bill * Vendor Payment * Recurring Bill ![dashboard-tab - total-payables-new](/in/books/help/images/home/dashboard-tab/total-payables-new.png) Additionally, by clicking the drop-down next to the **Overdue** amount, you can choose the desired time range. ![total-payables-overdue](/in/books/help/images/home/dashboard-tab/total-payables-overdue.png) ### Cash Flow In Zoho Books, the _Cash Flow_ panel shows the cash flowing in and out of your organisation. The **Cash Flow Graph** is generated based on your organisation’s cash flow report. This graph is shown based on the following three sections: * **Cash as on “Date”:** This displays the cash you had at the beginning and the end of your fiscal year. * **Incoming:** The sum of debit entries from banks, cards, cash, and payment clearing accounts. * **Outgoing:** The sum of credit entries from banks, cards, cash, and payment clearing accounts. **Insight:**The graph is made using the direct method, where you can calculate the difference between the total cash spent and the total cash received by your organisation. The cash flow statement report uses the indirect method, which includes non-cash expenses like depreciation and inventory adjustments. For instance, you can calculate the difference between the net income and a purchase you haven’t paid for. ![dashboard-tab-cash-flow](/in/books/help/images/home/dashboard-tab/cash-flow.png) You can customise the cash flow graph based on different time periods: * Click on **This Fiscal Year** in the top right corner of the panel. * Choose the desired timeline from the dropdown. ![dashboard-tab-cash-flow-tfy](/in/books/help/images/home/dashboard-tab/cash-flow-this-fiscal-year.png) ### Income and Expense In Zoho Books, the _Income and Expense_ panel shows the total income and expenses of your organisation. It is divided into two sections: * **Total Income:** Shows the amount received from sales transactions and bank deposits. * **Total Expenses:** Shows the amount spent on purchase transactions and bank withdrawals. ![Income and Expense - Main](/in/books/help/images/home/dashboard-tab/income-and-expense.png) You can view the _Profit and Loss_ report by clicking on the bar graph. To see income and expenses on a cash or accrual basis, click **Cash** or **Accrual** in the top right corner of the graph. ![Income and Expense - Basis](/in/books/help/images/home/dashboard-tab/income-and-expense-cash-basis.png) To customise the Income and Expenses graph based on different time periods: * Click **This Fiscal Year** in the top right corner of the panel. * Choose the desired timeline from the dropdown. ![Income and Expense - Fiscal Year](/in/books/help/images/home/dashboard-tab/income-and-expense-this-fiscal-year.png) ### Top Expenses In the _Top Expenses_ panel, the pie chart shows all the top expenses recorded in Zoho Books. Click on any section of the pie chart to view the corresponding transactions in reports. ![Top Expenses - Main](/in/books/help/images/home/dashboard-tab/top-expense.png) To customise your top expenses based on different time periods: * Click **This Fiscal Year** in the top right corner of the panel. * Choose the desired timeline from the dropdown. ![Top Expenses - Fiscal Year](/in/books/help/images/home/dashboard-tab/top-expense-this-fiscal-year.png) ### Projects In Zoho Books, the _Projects_ panel displays the project names, client names, unbilled hours, and unbilled expenses, making it easy to track everything in one place. ![Projects - Main](/in/books/help/images/home/dashboard-tab/projects.png) You can view the **Project Details** page in _Timesheets_ by selecting a project. Additionally, in this panel, you can view the _Unbilled Hours_ and _Unbilled Expenses_ of the projects in Zoho Books by clicking the **Unbilled Expenses** or **Unbilled Hours** tab at the top of the panel. **Note:**Click **Show All Projects** at the bottom of the tab to view all the projects in Zoho Books. ![Projects - UH & UE](/in/books/help/images/home/dashboard-tab/projects-show-all-projects.png) ### Bank and Credit Cards In Zoho Books, the _Bank and Credit Cards_ panel shows all your bank accounts and credit cards added in Zoho Books. Select any bank account to view its transactions. ![Bank and Credit Cards](/in/books/help/images/home/dashboard-tab/bank-and-credit-cards.png) ### Account Watchlist In Zoho Books, the _Account Watchlist_ panel lets you monitor the balances of selected accounts in real-time. ![Account Watchlist - Main](/in/books/help/images/home/dashboard-tab/account-watchlist.png) To add an account to the account watchlist: * Go to _Accountant_ in the left sidebar, and select **Chart of Accounts**. * In this page, hover over and select an existing account and click **Edit** or click **\+ New Account** in the top right corner to create a new one. * Enter the account details and check **Add to the watchlist on my dashboard**. * Click **Save**. ![Account Watchlist - Mark](/in/books/help/images/home/dashboard-tab/account-watchlist-option.png) Now, you can view the account details in this panel of the dashboard. View account balances on a different basis by selecting your preferred option from the **Accrual** or **Cash** drop-down menu in the top right corner. ![Account Watchlist - Basis](/in/books/help/images/home/dashboard-tab/account-watchlist-cash-basis.png) * * * ## Getting Started Tab The _Getting Started_ tab in Zoho Books helps you set up your account. You can configure your company profile, add bank accounts, create your first invoice, and set up tax settings. ![Getting Started - Tab](/in/books/help/images/home/getting-started-tab/getting-started-tab.png) * * * ## Announcements Tab The _Announcements_ tab in Zoho Books keeps you updated with the latest news. You can find information on new features, events, webinars, and important updates about Zoho Books. ![Announcements - Tab](/in/books/help/images/home/announcements-tab/announcements-tab.png) * * * ## Recent Updates Tab The _Recent Updates_ tab keeps you updated about the latest changes and enhancements to Zoho Books. You can see details of newly added features, improvements, and bug fixes. ![Recent Updates - Tab](/in/books/help/images/home/recent-updates-tab/recent-updates-tab.png)