Afirmo dashboard overview

The Afirmo dashboard pulls together everything you need at a glance.

Default widgets:

• Transaction Summary - latest bank activity and a Reconcile button for any new items
• To-Dos - upcoming actions needing your input (questionnaires, return approvals)
• Upcoming Events - GST due dates, provisional tax, terminal tax
• Tax Savings - real-time view of Income Tax owed vs saved
• GST Savings - same for GST
• Money - total balance across linked accounts
• Sales by month - chart of monthly income
• Expenses by month - chart of monthly outgoings
• Tax Summary - taxable income, gross profit, net profit before tax
• Sales (Aged Debtors) - what customers owe you
• Expense Categories - where your money is going
• Invoices - drafts, awaiting payment, partially paid, overdue
• Insurances - active policies and renewal dates
• Marketing - your domains, emails, logos, websites

Customise by clicking the settings cog next to Dashboard.