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The accounting dashboard

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The accounting dashboard

Accounting and Invoicing2 learners

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Accounting and InvoicingLesson 1 of 5
Accounting and InvoicingLesson 1 of 50 of 5 done

Accounting Basics

  1. 4 minThe accounting dashboard4 min

Invoicing

  1. 6 minInvoice a customer6 min

Payments

  1. 5 minRecord a customer payment5 min

Bank and Cash

  1. 6 minReconcile the bank6 min

Reporting

  1. 6 minProfit and loss, balance sheet6 min

3 views1 month agoLesson 1 of 5Basic

What each card on the accounting dashboard tells you, and where its buttons lead.

What Accounting Basics gets you to

  • Know what each card on the accounting dashboard is telling you

Recorded on a working BridgeERP. Start a free trial and follow along on your own.

Step by step

Accounting opens on a dashboard with one card per journal: customer invoices, vendor bills, the bank, cash and any others you use.

The accounting dashboard with Customer Invoices, Vendor Bills and Bank cards
The dashboard of the demo company: customer invoices, vendor bills and the bank account.
  • Customer Invoices: how many invoices are unpaid and how many are late, with the amounts. The bars show what falls due when: already due, this week, the weeks ahead.
  • Vendor Bills: bills to validate (drafts), to pay and late. Upload takes a PDF or a photo of a bill and makes a draft from it.
  • Bank: the balance in BridgeERP, the balance of the last bank statement, and how many transactions are still to reconcile.

The menus across the top hold the rest: Customers (invoices, credit notes, payments), Vendors (bills, refunds, payments), Accounting (journal entries) and Reporting (profit and loss, balance sheet and more).

Check what you learned

3 questions

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