> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The Accounting Dashboard

> The Accounting Dashboard is your home base for the money side of the business — an at-a-glance summary of revenue, expenses, surplus, receivables,…

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.*

***

## 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.

## 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.

***

## 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.

| Card                            | What it shows                                                                        | Click goes to    |
| ------------------------------- | ------------------------------------------------------------------------------------ | ---------------- |
| **Total Revenue**               | Money received this month (receipts), or paid invoices if no receipts                | Sales Invoices   |
| **Total Expenses**              | This month's expenses, with the % change vs. last month                              | Expenses         |
| **Operating Surplus / Deficit** | Revenue minus expenses, with the surplus **margin** %                                | Budgets          |
| **Outstanding Receivables**     | Total still owed to you on unpaid/overdue invoices, plus a count of overdue invoices | Overdue invoices |

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.*

***

## 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.

***

## 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.*

***

## Customising your shortcuts and layout

Hitaji gives you two levels of personalisation.

### 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.*

### 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**).

***

## Related

* [Accounting Basics](/accounting/user/basics/accounting-basics)
* [Chart of Accounts](/accounting/user/chart-of-accounts/chart-of-accounts)
* [Invoices](/accounting/user/sales/invoices)
* [Expenses](/accounting/user/purchases/expenses)
* [Payments](/accounting/user/payments/payments)
* [Budgets](/accounting/user/budgets/budgets)
* [Financial Reports](/accounting/user/reports/financial-reports)