Dashboard

The first page after logging in, and a "one-second look" at the whole exchange: how much is in the tills and banks, the overall state of accounts, and where the frequently-used action buttons are. If you're new here, start here — everything is reachable from this page.

Where This Page Fits

• Clicking any account/till takes you to that account's Statement.
• The numbers on this page are the same General Ledger balances; details are in Reports → General Ledger.

Notes

• Balances are shown broken down by currency; "Debit" means that account owes the exchange, and "Credit" means the exchange owes it.
• If you don't see an account, it may have been set to "Inactive" or "Hidden" (see the Customers page guide).
• The menu has Alt+letter keyboard shortcuts; these are customized in My Profile.
• The "Credit limit breaches" card is manager-only: customers whose debt exceeded their credit limit in the last 7 days, with debt and limit amounts.
• The “Treasury” card lists only tills, banks, and wallets that currently hold a balance; empty ones are hidden to keep the dashboard clean (all of them appear in the Cash Book).