Get started

The Dashboard is the first page you’ll see when you sign up with MYOB Essentials <product name?>, and each time you subsequently log in. It provides a simple, easy to read snapshot of your business as it stands today.

You can also get to the Dashboard at any time by clicking the myob logo in the top-left corner.

If you need to update the credit card details you use to pay your subscription, click your business name and choose Update payment details.<not currently in MYOB X>

For more information about setting up MYOB Essentials <product name?>, see ???

Manage your day-to-day

The Manage your day-to-day section of the Dashboard gives you a snapshot of the bank accounts you've set up bank feeds for. You'll see when the account was last reconciled, and the account balance as it stands with your bank (bank feed balance) and in <product name?> (ledger balance).

You'll see if there are transactions to be allocated, and you can action them.

Sales and Purchases

The Sales and Purchases sections of the Dashboard give you a detailed snapshot of where your business currently sits, by showing you how much money is coming in and going out of your business. You can click on the totals to go to the page in MYOB Essentials <product name?>that contains more details.

Your most overdue invoices and bills are shown. Click the ellipsis button to see the transaction and the customer or supplier it belongs to.

Create an invoice or bill, straight from the Dashboard by clicking Create invoice or Create bill.

You'll see a graph comparing the last 6 month's sales and purchases with last year. Hover over the bars in the graph to see values.