Reports & insight·DE
Customizing the overview: tiles, order, bank accounts
The dashboard is built from tiles that can be shown, hidden, and rearranged individually - including bank account balances and recent account activity.
The dashboard is a kit
The start page Overview is not a fixed layout but a collection of tiles. Via Customize (top right, next to the quick actions) you decide which tiles appear and in what order:
- Open & overdue invoices - the four key figures for incoming and outgoing invoices
- Year to date & net trend - income, expenses, and cash balance of the current year with a 12-month trend
- Bank accounts & balances - one tile per account with its current balance
- Receivables aging - open receivables by how long they are overdue
- Cashflow (12 months) - income vs. expenses as a bar chart
- Recent invoices and Due invoices (14 days) - the two lists
- Recent account activity - the latest bank transactions with their match state (hidden by default)
Clicking Customize opens the list of all tiles: the checkbox shows or hides one, the arrows change the order, Reset restores the default. The setting is stored on the device - like theme and language. Your desk machine and your laptop may look different on purpose.
Example: bank view first
A firm that starts its morning with the accounts arranges it like this:
- Move Bank accounts & balances to the very top - every account is a tile, the escrow account carries its purple marker, and the operating-accounts total sits next to them.
- Switch on Recent account activity - the latest transactions show at a glance what was matched (invoice number as a green link), what is an internal transfer, and what is still open.
- Push the invoice lists further down.
Clicking an account tile jumps straight to the Payments page with that account preselected.
What the bank tiles show
The Bank accounts & balances tile shows, per account, the balance last fetched from the bank with its as-of date, filtered to the active company. Escrow accounts are marked and stay out of the operating-accounts total - client money is not company money (see the bank accounts article).
Recent account activity is the Payments page in miniature: date, sender, payment reference, and amount of the latest bookings, including the automatic invoice matching.
Both bank tiles require administrator rights; operators do not see them.
For new features
When a new tile ships, it appears automatically with its default setting in the Customize list - your saved arrangement is preserved.