Welcome to the Sole Help Centre 👋

How to use the Dashboard

Outline of the Dashboard and its features
Written by Johann Oberholzer
Updated 7 months ago

Overview

The below article outlines the features on the Dashboard

Your Balance 

Your Balance: Highlights your linked bank account balance



Quotes and invoices

You can see all your quotes and invoices in the "Business" tab at the bottom of the screen:

1. Quotes: Provide the estimated cost for a particular job or service to a customer



2. Invoices: Indicate the total dollar value of invoices that are:

  • Due - invoices that you are expecting to be paid
  • Overdue - invoices that have not been paid within your agreed terms and need following up
  • Draft - invoices that you have not actioned, but are ready to go

FINANCIAL SNAPSHOT:

1. Cashflow

The cashflow graph indicates the cash received (or cash inflows) and the cash paid (or cash outflows). Think of it as a water tank: water comes in at the top and drains out the bottom. So to keep your tank nice and full: you want more coming in than going out.

             

2. Sole Snapshot

The Snapshot graph allows you to set your financial goal and it outlines your performance against this goal. It helps keep you on track!

       

Your performance in the graph updates as you match transactions in your bank account. For more information, click here.

Quick Links

"Quick links" is a shortcut to:

  • create an invoice
  • create an expense/asset
  • create a client

1. Create Invoice

A quick link to create an invoice, so there is no need to navigate to the "Business" tab at the bottom of the screen

Remember you can view and search for all your quotes/invoices in the "Business Tab"

2. Create Expense/Asset

A quick link to upload an expense or create an asset   

Remember that you can easily match your expenses in your bank feed 

You can view and search for all your expenses in the "Expenses" tab at the bottom of the screen

3. Create Client

A quick link to add a client to your contact list

Remember to allow Sole access to your contacts so that it can manage all your contacts in one location

You can view all your client and supplier contacts in the "Contacts" tab at the bottom of the screen

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