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Run your business from the Dashboard

Consider the Dashboard your workspace. It shows you what needs your attention, gives you a snapshot of your business performance and shortcuts to do the things you need to do.

From one place, you can now quickly do your work without having to go to different menus and set filters, including:

• create invoices, quotes, payments and bills
• see unallocated bank transactions and allocate them
• link In tray documents to transactions
• create pay runs
• view the Profit and loss report
• see overdue invoices and bills and deal with them
• compare income, expenses and net profit over periods
• expand Income and Expenses to see a breakdown of amounts, for example see the bills, cash spent and wages that make up Expenses.

 Go to the Dashboard

And there's more to come

We'll be adding more useful new information, making menu navigation easier and giving you the ability to customise aspects of the Dashboard to meet your needs. Visit (and bookmark) the MYOB Business Release Notes to stay up to date about all the new features.

The Up next widget

Up next indicates the things you probably should do next in your business, such as allocate bank feed transactions, attach In tray documents to transactions, or chase up overdue invoices or bills.

Click the arrow in an Up next widget to work on these tasks. For example, click the arrow in Overdue invoices to open the Invoices page, filtered and sorted by the most overdue invoices.

Income and Expenses

Income and Expenses show how much money is coming in and going out of your business. See total tax-exclusive income or expenses for a selected period, broken down by month into bar graphs (hover your mouse over a bar to show the exact amount). You can compare last year's figures to this year's, change the date range of a widget or create new transactions.

Expand the widget to see total cash received or spent and the invoices, bills, wages and super payments that make up the figures.

From here, you can dive deeper. For example, click Open invoices to open the Invoices page filtered to open invoices for the selected period.

Click to add a new transaction, without having to go to menus.

Current accounts (previously Bank accounts)

View your bank feeds accounts, including bank accounts, credit card accounts and managed investments. All of the bank accounts you get bank feeds from are listed, showing the account balance, when the bank feed last updated with MYOB Business and how many bank transactions you need to allocate.

Click into the link for unallocated transactions to open the Bank transactions page, ready for you to allocate them.

Pay runs

See a list of recent pay runs. Click a pay run date to see its details, including the pay periods and payment dates, without having to run reports. If there's a draft (saved) pay run you haven't finished yet, continue it straight from here.

You can also start a new pay run without having to go to the Payroll menu.

If you haven't set up payroll yet, click Get started to get the ball rolling.

Financial position

See a snapshot of your income, expenses and net profit for this financial year.

Hover your mouse over a line graph to see the value at that point or expand the widget to see totals for income, expenses and net profit. Change the date range by selecting an option in the top right. For more detail on the performance of your business, you can view the Profit and loss report.

GST, Superannuation, PAYE and KiwiSaver

If you've upgraded from MYOB Essentials, you might notice some familiar information in the Dashboard, such as the GST payable. Also, if you use payroll you'll see:

• (Australia) how much super is payable for your employees
• (New Zealand) how much PAYE withholdings and KiwiSaver is payable for your employees.

The GST section only appears if your business is registered for GST. The amounts in this section are based on the running balances of your GST Collected and GST Paid linked accounts for the current reporting period. If you want, you can compare these running balances to the General ledger report for these accounts and view the transactions that make up these figures.

Choose your dashboard settings

You can choose how the Financial position, Income and Expenses amounts are calculated on the Dashboard:

• include or exclude GST
• by money spent or received (Cash method) or by expected income and expenses (Accrual method).

These settings only change how you see the amounts on the Dashboard. They don't affect your reporting or business settings.