Read the Accounting Dashboard

The Accounting dashboard summarizes income, expenses, account balance, transaction count, and recent ledger activity.

For School administrators, Accountants. Updated 2026-08-01.

Overview

The Accounting dashboard is the finance command surface for consolidated accounting. It shows total income, total expenses, account balance, transaction count, and recent ledger entries. It is broader than Payments because it can include fees, transport, canteen, bookstore, bank, accounting, and payroll records once the ledger is built.

Before you start

• Enable Accounting
• Use a role with account read permission

Steps

1. Open Accounting
2. Review Income, Expenses, Account Balance, and Transactions
3. Check the recent transaction table
4. Open Transaction History for filtering and export
5. Open Reports for account-head summaries

Common problems

The dashboard misses records from another module

Use Rebuild transaction history from the Accounting header to recreate the ledger from existing module records.

Keep reading

• Filter and Export Accounting Transaction History
• Manage Bank Accounts and Account Heads
• Post Expenses With Line Items
• Rebuild the Accounting Transaction History
• Reconcile Bank Transactions with Evidence

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