The Dashboard

Consider the Dashboard your workspace and starting point. It shows you what needs your attention, gives you a snapshot of your business performance and shortcuts to do the things you need to do.

Know where you're at and be ready for tomorrow

The Dashboard lets you know how your business is performing at a glance. Compare your what you’re earning today with what you've earned in the past.

Use past income and expense patterns to help you:

• know when to ramp up your marketing, buy in stock or hire casuals for busy sales periods

• understand your seasonal business costs and forecast expenses more accurately

• compare last year's earnings and net profit to this year or, if you really want to crunch the numbers, get a detailed Profit & Loss report with a click.

Knock off your top tasks

See where to start your day, what needs doing and what you should be focusing on, without having to hunt around. Up next helps you keep on top of the bank transactions you need to categorise, the documents you need to upload, the overdue customer invoices you should chase up and the overdue bills you should think about paying.

Go straight to the things you need to do. For example, click Overdue invoices to see all your late customer invoices, sorted by most to least overdue.

Stay ahead of your expenses

And know when to pay them

Manage the money going out of your business in Expenses. See immediately how many open bills you have and how many of these are overdue. Click to open them and they’re sorted by due date so you can choose which ones to knock off and which ones can wait. Use the graphs to anticipate seasonal costs.

Plan your cash flow, by comparing what you owe with the money owed to you by customers in Income and the balances of your bank accounts in Accounts.

Anticipate GST payable in GST, and if you use payroll how much super is payable for your employees.

Make it work for you

Show what’s most important to you and hide what you don't want others to see. Expand Income, Expenses and Financial postion to see what makes up your totals. For example, see how much of your income is derived from cash versus invoices and how much of your outstanding invoices are overdue.

And when you're done, hide those totals from prying eyes. Handy if you have MYOB Business open in a customer service area of your business or if you're working on the train.

Check how your figures are affected by including or excluding GST or how your totals change by money spent or received (Cash accounting method) or by expected income and expenses (Accrual accounting method).

Get to tasks faster

From the Dashboard you can start tasks without having to go to different menus, including:

• creating invoices, quotes, payments and bills

• allocating bank transactions

• linking uploaded documents to transactions

• creating pay runs.

Click the create icon and choose the transaction you want to create. For example, if you notice that your sales income figure for the month needs to be updated, you can quickly go to record invoice payments:

After you record a transaction, the Dashboard is automatically updated.

Explore the Dashboard

So, to get a headstart into your day, useful insights and handy timesavers, go to the Dashboard.

FAQS