Dashboard
Invoices vs expenses: Invoices are money you bill and collect from clients. Expenses (e.g. imported ZBS lines) are costs you paid, not invoices. Recent Activity shows both so you can see cash-in and cash-out in one feed.
Recent Activity
Revenue vs Expenses
Revenue (collected)
Expenses
The two figures above each month are not duplicates: Rev is cash collected from invoices, Exp is spending. Teal and red bar heights each scale to the largest month in that series so small months stay visible.
Outstanding Invoices
| Invoice | Company | Client | Due Date | Amount | Status |
|---|
Invoices
| Invoice # | Company | Client | Issue Date | Due Date | Amount | Status | Actions |
|---|
Expenses
| Date | Company | Description | Category | Vendor | Amount | Actions |
|---|
Clients
| Name | Companies | Client Company | Phone | Total Billed | Actions |
|---|
Statements
Statement Filters
| Date | Type | Company | Person / Account | Reference | Description | Status | Amount | Actions |
|---|
Reports
Revenue by Client
Expenses by Category
Invoice History
| Month | Invoiced | Collected | Expenses | Net |
|---|