Financial snapshot
A one-screen summary of cash, receivables, payables and this month’s income versus last, refreshed from the books.
In Solo Superstars
On the dashboard and under Reports as a detail page. Every tile links to the report it summarizes. Store credit and loyalty points are excluded from cash figures.
Example
Cash 48,210 · Receivable 6,400 · Payable 2,150 · Net income MTD 3,480 (+12% vs last month).
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- dashboard
- KPIs
Related
- Balance sheet — What you own, what you owe, and what is left over, as of one date. Assets always equal liabilities plus equity.
- Income statement — Revenue, costs and expenses over a period, ending in net income. The report that says whether you made money.
- Financial Watch — Alison’s standing check for unusual activity: a vendor charging twice, an expense far above its baseline, a deposit that never cleared.