Overview dashboard

The Overview dashboard is an overall snapshot of what is happening in your Key CashFlow account.

The Overview dashboard makes it easy to take the pulse of your business with an at-a-glance view of your books. Separate cards, organized and filtered so the most important information is presented:

All filters are clickable and will lead to the relevant page with the appropriate filters applied.

Views differ based on user roles and permissions.

Bills to Pay card

There are two available views for the Bills to Pay card:

  • Approved bills: The top line will show only bills that have been fully approved
  • All unpaid: The bottom line will show all unpaid bills including Approved, and Unapproved bills

Note: $0 bills, or bills with a scheduled payment won't be included in the Bills to pay count

The two views are then filtered into the following categories:

  • Overdue
  • Due in 7 days
  • Due in 7+ days
  • Total to pay

Selecting any filter will lead to the Bills page with the appropriate filters applied.

There's also a quick action dropdown to Pay bills or Pay a vendor right from the card.

Open Invoices card

This card is filtered by the following categories:

  • Overdue
  • Due in 7 days
  • Due in 7+ days
  • Total to pay

Selecting any filter will lead to the Invoices page with the appropriate filters applied.

There's also a quick action button to create a new invoice right from the card.

Bill Approvals card

This card displays Approvers with the amount of bills assigned to them for approval and the amount of days waiting on their approval based on when they were assigned.

This card is separated by Approver and filtered by:

  • 0 - 5 days waiting for approval
  • 5 - 10 days waiting for approval
  • 10+ days waiting for approval
  • Total Assigned

Selecting any filter will lead to the Approvals page with the appropriate filters applied.

There's also a quick action button to view all bills assigned to you for approval right from the card.

Payments In card

This card displays:

  • Payments received through Key CashFlow
  • Payments recorded in Key CashFlow

This card is filtered by:

  • Today
  • Upcoming payments
    • Next 7 days
    • Next 30 days
  • Past payments
    • Last 7 days
    • Last 30 days

Selecting any filter will lead to the Payments In page with the appropriate filters applied.

There's also a quick action button to Get Paid right from the card.

Payments Out card

This card displays payments made through Key CashFlow.

This card is filtered by:

  • Today
  • Upcoming payments
    • Next 7 days
    • Next 30 days
  • Past payments
    • Last 7 days
    • Last 30 days

This card doesn't include manually recorded payments.

Selecting any filter will lead to the Payments Out page with the appropriate filters applied.