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The Accounting Dashboard is your home base for the money side of the business — an at-a-glance summary of revenue, expenses, surplus, receivables, cashflow, and staff finance, with quick shortcuts to the actions you take most often. You’ll find this at: /accounting To open it, you need accounting read access (accounting:read). If you only have personal-finance access (no organisation-level accounting), Hitaji sends you to your personal My Finances dashboard instead.
📷 Screenshot: The Accounting Overview dashboard with KPI cards across the top — to be added.

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Which business am I looking at?

Hitaji is multi-business, and each business has its own separate accounting book. The dashboard always shows the active business — its name appears right under the “Accounting Overview” heading. Use the business switcher at the top of the app to change which business’s numbers you’re viewing. The whole dashboard reloads against that business’s book.

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Personal vs. Organisation view

If you have organisation-level accounting access, a small toggle appears in the top-right with two options:
  • My Finances — your own personal finances (takes you to /my-finances).
  • Organisation — the business’s accounting (the default for this page).
This lets finance staff flip between “the company’s books” and “my own expenses and advances” without leaving the area.

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The KPI cards

Across the top of the dashboard are four headline figures for the current month. Each card is clickable and takes you to the matching page. The “Operating Surplus” card automatically flips its label to Operating Deficit (and shows the absolute amount) when expenses exceed revenue.
📷 Screenshot: The four KPI cards — Revenue, Expenses, Surplus, Receivables — to be added.

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Charts and panels

Below the KPI cards, the dashboard lays out several visual panels:
  • Revenue vs Expenses — a bar chart comparing money in vs. money out over the last four weeks (green = revenue, red = expenses).
  • Expense by Category — a doughnut chart breaking this month’s spending into its top categories, with a percentage legend.
  • Unpaid Invoices & Bills — two side-by-side lists: your largest unpaid sales invoices (what customers owe you) and your largest unpaid bills (what you owe vendors), each flagged with how many days overdue. Click any row to open that invoice or bill.
  • Cashflow — a six-month line chart of inflows vs outflows (based on payments), with the net cashflow for the period called out on the right.
  • Recent Transactions — the five most recently updated expenses and received payments, each marked Posted or Pending. Click one to jump to the Expenses or Payments page.
  • Budget vs Actual — for your active budget, the top cost-centre lines with a progress bar showing how much of each budgeted amount has been used (the bar turns red when you go over 100%).
  • Staff Finance — two panels covering Reimbursements (pending staff expense claims and their value) and Work Advances (outstanding work advances broken down by Pending / Approved / Disbursed / Settled).
📷 Screenshot: The Revenue vs Expenses bar chart and Expense by Category doughnut — to be added.
📷 Screenshot: The Unpaid Invoices & Bills panel and Cashflow chart — to be added.
Behind the scenes: these figures are read live from your ledger and documents for the active business. “Revenue” counts receipts; “Expenses” counts submitted and approved expenses; “Receivables” sums the balance still due on sent, partially-paid, and overdue invoices.

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Quick Actions

On the right of the dashboard is a Quick Actions card — four one-click buttons for the things finance staff do all day. They open a creation form right on the dashboard (no page change):
  • Add Expense
  • New Sales Invoice
  • Record Payment
  • Add Customer
Below the buttons is a Navigate to list — quick links to every accounting page: Expenses, Sales Invoices, Payments, Customers & Vendors, Budgets, Chart of Accounts, Categories, Financial Reports, Expense Claims, and Advances.
📷 Screenshot: The Quick Actions card with the four buttons and the Navigate-to list — to be added.

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Customising your shortcuts and layout

Hitaji gives you two levels of personalisation.

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Customisable shortcuts (the Quick Actions widget)

When the dashboard runs the configurable widget layout (see below), the Quick Actions widget can be tailored to you. Click the pencil icon on the widget to open the Customise Quick Actions dialog. There you can:
  • Pick up to 4 quick actions to show as tiles, and
  • Pick up to 5 navigation links for the “Navigate to” list.
Choose from the full set of available actions and links: Quick actions you can choose from: Add Expense, New Invoice, Record Payment, Add Contact, New Budget, New Account, Work Advance. Navigation links you can choose from: Expenses, Sales Invoices, Payments, Customers & Vendors, Budgets, Chart of Accounts, Categories, Financial Reports, Work Advance. A running counter (e.g. 3 / 4) shows how many you’ve selected; once you hit the limit, the remaining options are dimmed until you deselect one. Click Save and your choices stick — they’re saved to your profile preferences, so the panel looks the way you left it next time you sign in.
📷 Screenshot: The “Customise Quick Actions” dialog with selectable action tiles and nav links — to be added.

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Editing the whole dashboard layout

The Accounting dashboard can run in two modes:
  1. Default layout — the standard arrangement of KPI cards, charts, and panels described above. This is what you see out of the box.
  2. Saved widget layout — once a custom layout has been saved, the dashboard instead renders your configured grid of accounting widgets. You arrange this on the Configure page at /accounting/configure.
The available accounting widgets include: Revenue, Expenses, Surplus, Receivables, Revenue vs Expenses, Expense Breakdown, Budget Progress, Recent Transactions, Quick Actions, Staff Finance, and Work Advance. On the configure page you choose which widgets appear and how they’re laid out; the dashboard then shows that saved arrangement (a small badge marks whether it’s your layout or the org default).