Search Knowledge Base Articles

Accounting Pro — Dashboard (how to use)

← Back to Accounting Pro overview

Dashboard

Module: Accounting Pro

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Accounting Pro.
  3. Click Dashboard.
  4. Direct route (for admins): admin/accounting_pro

What this screen is for

Summary view of KPIs, open items, and shortcuts into daily work in Accounting Pro.

How to use — step by step

  1. Open this dashboard after login to see counts of open/pending records.
  2. Use widgets or summary cards to jump into lists (e.g. pending approvals, low stock, overdue tasks).
  3. Filter by date or status if filters are shown.
  4. Click through to the underlying list screen to action items.
  5. Refresh during the day; numbers update as staff post transactions.

Common buttons & actions

  • Open record
  • View report
  • Export (if available)

Required permissions

Staff need the accounting_pro_dashboard feature with: view.

Assign under Setup → Staff → Roles → Permissions.

Related guides

See the Accounting Pro overview for module-wide workflows, API, and setup.

Did you find this article useful?

Related Articles