The Accounting Dashboard of WP ERP consists of key data points with visual representation in the form of tables, bar charts, and pie charts so as to give you the opportunity to monitor the overall health of your business. Under the hood, the dashboard is connected to the database which helps the dashboard to dynamically fetch and display data in real-time.
To get to the Accounting Dashboard of WP ERP, navigate to WP Admin Dashboard → Accounting. Once you get there you will see the following screen:
Income and Expenses:
In this segment, you will be able to see the month-on-month amount of income and expenses with the help of Bar charts. Place your mouse pointer right on the bars to see the individual values of the bars.
This segment consists of a pie chart which depicts all kinds of your business expenses. The amount of each expense is indicated by percentages. This is crucial to keep track of a particular type of expenses. Here is a screenshot:
Cash and Bank Balance:
With the help of this section, you will be able to know how much cash money is left in your enterprise or in the Bank Account or in the Savings Account. The total amount is shown by automatic calculation of the WP ERP system.
Revenues are nothing but the amount after subtracting the expenses from income. Revenues are also generated automatically. Here is the Revenue section of the Accounting Dashboard:
Invoice payable to you:
This section enlists if you have any due or overdue Invoice payable to you. The due invoices mean you have debtors who have to pay money to you in the current month. The overdue invoices refer to the invoices that have become bad debts or to put it simply, the due date of your particular debtors which exceeded the due time. Here is a screenshot:
Bills you need to pay:
This section enlists if you have any due or overdue bills that you need to pay. The Coming Due bills mean you have to pay money to your creditors in the current month which is still unpaid. The overdue bills refer to the invoices that have exceeded the due time of payment which is not a good sign for your enterprise. Here is a screenshot:
That's all on Accounting dashboard!