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Viewing the Finance Dashboard

Open Finance Dashboard to review live sales, purchase, income, expense, and payment totals for your restaurant.

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On this page

The Finance area is where you watch money moving through the restaurant: sales, purchases, income, expenses, and payments. Start from the sidebar, then open Dashboard for the finance overview.

Before you start

  • Confirm you are on the correct restaurant in the top of the sidebar.
  • Know that finance pages live under Finance in the main sidebar (next to Reports).

Open Finance

  1. From the main sidebar, select Finance. The finance menu opens with items such as Dashboard, Transactions, Day Book, Journal Voucher, Sales, Purchase, Income, Expenses, Payments, Cash & Banks, and Tax & Rates.
  2. Select Dashboard for the finance overview.

Read live finance totals on Transactions

While you work day to day, the Transactions page also shows the same family of summary cards so you can check activity at a glance:

  • Sales
  • Purchase
  • Income
  • Expenses
  • Payment In
  • Payment Out
  1. Open Finance > Transactions.
  2. Set TXN Date and Entry Date (for example This Year) so the cards match the period you care about.
  3. Scan the six cards across the top, then use the table below for individual rows.

What happens next

From here, dig into a single day with Managing Active Day Books and History, filter the full ledger with Searching and Filtering Transactions, or open Generating Financial and Tax Reports for statements.