The Finance Overview dashboard: revenue, cash, receivables and payables at a glance

The Finance Overview dashboard: revenue, cash, receivables and payables at a glance

The Finance Overview page is your finance cockpit — one screen that answers "how is the business doing right now?" without you having to open a single report. You'll find it under Finance → Finance Overview. Don't worry if accounting isn't your background; NexerIQ pulls these numbers together for you from invoices, bills, payments, and the ledger automatically.

What the top tiles show

The row of tiles at the top summarises the selected year to date:

  • Total Revenue, Total Expenses, and Net Income — your income, costs, and the difference between them.
  • Net Margin — net income as a percentage of revenue.
  • Cash Balance — money across your bank accounts.
  • Accounts Receivable and Accounts Payable — what customers owe you and what you owe suppliers, each flagging an Overdue amount when there is one.
  • Net Tax Payable — your current tax position, or Tax not configured if tax hasn't been set up yet.

Trends and health

  1. Use the year picker in the top right to switch the whole page to a different year.
  2. The Monthly Trend chart plots revenue, expenses, and net income month by month.
  3. The Finance Health panel gives you quick at-a-glance signals: whether your Trial Balance is balanced, how many Draft Ledger Entries are still unposted, any Stale Bank Accounts needing reconciliation, and your Tax Position.

Aging and cash

  • Receivables Aging and Payables Aging break overdue money into buckets — Current, 1–30, 31–60, 61–90, and 90+ days — so you can see what needs chasing.
  • Cash and Bank lists each bank account with its balance, last reconciled date, and whether reconciliation is Fresh or Stale.

Tip: The Source Reports panel on the right links straight to the full Profit & Loss, Balance Sheet, Trial Balance, and GL Analysis reports when you want the detail behind a number.

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