The dashboard has a managerial reporting focus that displays the same data in a different way than a standard Profit and Loss financial report. The display totals include both Reviewed and To Review transactions while the P&L report only shows Reviewed transactions.


View of dashboard on homepage

If you would like to know more about the dashboard P&L report, here are a few pointers:

  • The dashboard P&L Income and Expense Totals use the Company default setting for cash or accrual basis.
  • Dashboard Expenses is equal to the total of Total of Cost Of Goods Sold (COGS), Expenses and Other Expenses.
  • Dashboard Income is equal to the sum of Total of Income and Other Income.
  • The dashboard P&L report will not include journal entries. The transactions have to be an actual expense, invoice or sales receipt.
  • You can hover over the solid portion of the display bar to see the Reviewed value. 
  • Alternatively, accept all To Review transactions before attempting to compare the dashboard to the P&L report.