Get started

The Dashboard is the first page you’ll see when you sign up with MYOB 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 at the left-hand end of the menu bar.

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 (ledger balance).

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

Sales and Purchases

The Sales and Purchases sections of the Dashboard shows you how much money is coming in and going out of your business.

Your most overdue invoices and bills are shown, and you can click the ellipsis button to see the related transaction or contact.

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.

Business tracking

The How your business is tracking section of the Dashboard gives you a snapshot of your income, expenses and net profit for a chosen financial year.

Hover over a point to see the monthly values.