What am I looking at on the dashboard?
Your cash position, who owes whom, this month against last, low stock and the latest entries.
The dashboard is the first screen after you enter a company. Everything on it is worked out from your actual entries, so it is never out of step with your reports.
• Cash, receivables and payables — what you hold, what customers owe you, and what you owe suppliers, right now.
• Cash flow — money in against money out over recent months.
• Sales this month — the month's total and how it compares with last month.
• Low stock — products that have fallen to the level you set on them.
• Recent transactions — the latest entries across the company.
If you own the account you also see how many staff seats you are using and a feed of who has been doing what.
Nothing here can be edited. To change a figure, change the entry behind it — every tile leads to the screen that owns it.
Still not sure? Ask it in the chat in the corner — no account needed, and a person answers whatever the assistant can't.
What is the bell at the top, and why is there a number on it?
Notices from your sister companies and your Trade Network, and it only counts what you have not read.
Can I try it before paying?
Yes — sign up, create your company, and start the free trial from the pricing page.
How does ERP capacity pricing work?
Choose Monthly or Yearly, then set the exact total users needed for each company.
How do I add a customer or a supplier?
Chart of accounts → New account → Type: Party, then say whether they are a customer, a supplier or both.