Help · Getting started
Dashboard in SwiftlyBooks
What needs you today, and the figures that matter: cash, what is owed each way, and the cash flow.
What it shows
- While your company is being set up, the set-up guide comes first, for administrators.
- What needs attention: drafts waiting for approval, bank lines to match, and the day's rates if they are not set yet.
- Your cash, what customers owe you and what you owe, in your base currency at today's official rate.
- The cash flow month by month, what each customer owes, and the cash in each wallet.
Act on it
- Press a line under what needs attention to go straight to it.
- Press a figure or a customer to open what makes it up.
Good to know
- Every figure comes from the books themselves, so it is the same in the reports.
Related
The same help is in the app: press the ? at the top of any page.