The Home section can be accessed by clicking the Home icon on the bottom panel. At the top of the Home screen, the business name you logged in for is displayed. You can change the business you have entered by clicking the 'dual arrow' icon displayed at the top-right of the current business name. To change the business, follow the steps mentioned below.
- Click the 'dual arrow' icon beside the current business name.
- You are redirected to the business list.
- You can select a business from the list that you want to switch to.
- You can use the Search tab to search for a business too.
- You can now log in to the newly selected business.
The Home page shows you an overview of the selected business. It displays the Net Profit of the business, Current Profit % of the business, Total Sales of the business, Overdue Sales of the business, Bank Overview of the business, Debtors Overview of the business, and Creditors Overview of the business.
The Home page displays a list of the ten recent invoices. The invoices show an overview of the Customer Name, Invoice Number, Invoice Date, Gross Amount, Paid Amount and Outstanding Amount. The View All button beside the Recent Invoices takes you to the Invoice page. You can follow the functions by clicking here.
If you click on an Invoice, the detailed Invoice page opens that shows the Customer Name, Invoice Number, Reference Number, Invoice Date, Due Date, Item Summary, Net Amount, VAT Amount, Total Amount, Amount Paid and Amount Outstanding.