Dashboard

Dashboard is the first thing you’ll see when you log into 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

The Total Receivables section displays how much money your customers owe you. The section is divided into two parts:

Clicking here will redirect you to the Aging Details report from where this information is fetched.

Total Payables

Payables

The Total Payables section displayes how much money you owe your vendors. This section is divided into two parts:

Clicking here will redirect you to the Aging Details report from where this information is fetched.

Cash Flow

Cash Flow Dashboard

The Cash Flow section helps you analyse the cash flowing in and out of your organisatison with graphs. These graphs are generated based on the cash flow report of your organisation.

Income and Expense

Income Expense Dashboard

The Income and Expense section displays the Total Income and the Total Expenses of your organisation.

Clicking on the bar graph will redirect you to the Profit and Loss report from where this information is fetched.

Your Top Expenses

Your Top Expenses

This section displays your top expenses across different categories in the form of a pie chart. These pie charts are generated based on the Expense by Category report of your organisation.

Projects

Projects Dashboard

The Projects section displays the following information:

Clicking on any one of the projects will redirect you to the Project Details page in the Timesheet module.

Bank and Credit Cards

Bank Credit Card

The Bank and Credit Card section displays a list of all your bank accounts and credit cards added in your Zoho Books organisation.

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

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