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When you log in to Zoho Books, you will first see the Home page, which clearly shows the financial health of your organisation.

Dashboard Tab

The Dashboard tab in Zoho Books provides a clear view of your finances. You can easily track your income, expenses, bank balances, project time logs, and outstanding amounts. It also includes visual charts that allow you to monitor your business’s financial performance at a glance.

Total Receivables

In Zoho Books, the Total Receivables component displays the amount your customers owe you. It is divided into two sections:

dashboard-tab - total-receivables

You can click the Current or Overdue amount under Total Receivables to view the AR Aging Details By Invoice Due Date report.

To create new transactions within this tab:

dashboard-tab - total-receivables-new

Additionally, by clicking the drop-down next to the Overdue amount, you can choose the desired time range.

dashboard-tab - total-receivables-overdue

Total Payables

In Zoho Books, the Total Payables component displays the amount you owe your vendors. This component is divided into two sections:

dashboard-tab - total-payables

You can click the Current or Overdue amount under Total Payables to view the AP Aging Details By Bill Due Date report.

To create new transactions within this component:

dashboard-tab - total-payables-new

Additionally, by clicking the drop-down next to the Overdue amount, you can choose the desired time range.

total-payables-overdue

Cash Flow

In Zoho Books, the Cash Flow component shows the cash flowing in and out of your organisation. The Cash Flow Graph is generated based on your organisation’s cash flow report. This graph is shown based on the following three sections:

Insight:The graph is made using the direct method, where you can calculate the difference between the total cash spent and the total cash received by your organisation. The cash flow statement report uses the indirect method, which includes non-cash expenses like depreciation and inventory adjustments. For instance, you can calculate the difference between the net income and a purchase you haven’t paid for.

dashboard-tab-cash-flow

You can customise the cash flow graph based on different time periods:

dashboard-tab-cash-flow-tfy

Income and Expense

In Zoho Books, the Income and Expense component shows the total income and expenses of your organisation. It is divided into two sections:

Income and Expense - Main

You can view the Profit and Loss report by clicking on the bar graph. To see income and expenses on a cash or accrual basis, click Cash or Accrual in the top right corner of the graph.

Income and Expense - Basis

To customise the Income and Expenses graph based on different time periods:

Income and Expense - Fiscal Year

Top Expenses

In the Top Expenses component, the pie chart shows all the top expenses recorded in Zoho Books. Click on any section of the pie chart to view the corresponding transactions in reports.

Top Expenses - Main

To customise your top expenses based on different time periods:

Top Expenses - Fiscal Year

Projects

In Zoho Books, the Projects component displays the project names, client names, unbilled hours, and unbilled expenses, making it easy to track everything in one place.

Projects - Main

You can view the Project Details page in Timesheets by selecting a project.

Additionally, in this component, you can view the Unbilled Hours and Unbilled Expenses of the projects in Zoho Books by clicking the Unbilled Expenses or Unbilled Hours tab at the top of the component.

Note:Click Show All Projects at the bottom of the tab to view all the projects in Zoho Books.

Projects - UH & UE

Bank and Credit Cards

In Zoho Books, the Bank and Credit Cards component shows all your bank accounts and credit cards added in Zoho Books. Select any bank account to view its transactions.

Bank and Credit Cards

Account Watchlist

In Zoho Books, the Account Watchlist component lets you monitor the balances of selected accounts in real-time.

Account Watchlist - Main

To add an account to the account watchlist:

Account Watchlist - Mark

Now, you can view the account details in this component of the dashboard.

View account balances on a different basis by selecting your preferred option from the Accrual or Cash drop-down menu in the top right corner.

Account Watchlist - Basis

Getting Started Tab

The Getting Started tab in Zoho Books helps you set up your account. You can configure your company profile, add bank accounts, create your first invoice, and set up tax settings.

Getting Started - Tab

Announcements Tab

The Announcements tab in Zoho Books keeps you updated with the latest news. You can find information on new features, events, webinars, and important updates about Zoho Books.

Announcements - Tab

Recent Updates Tab

The Recent Updates tab keeps you updated about the latest changes and enhancements to Zoho Books. You can see details of newly added features, improvements, and bug fixes.

Recent Updates - Tab
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