Accountant Dashboard

An Accountant Dashboard is available from the Home menu, displaying your client’s company information, notes that you need to action, a Profit and Loss widget as well as a widget with banking information.

The Tasks widget will display all tasks for your client’s company with the status of the task, the due date and how many days are remaining until the task is due.

To access the Accountants Dashboard, click on Home…Accountant Dashboard.