Accounting Overview

This view provides an out of the box ready dashboard with an overview of the health, activity, and accounting status of the business. We recommend this layout as the entrypoint to the accounting experience for users who do not have bookkeeping services. Those with bookkeeping services should see the Bookkeeping Overview page. The overview page consists of the interactive P&L chart, the monthly revenue & expense breakdownss, and summary cards with a CTA for uncategorized transactions. Accounting Overview

import { AccountingOverview } from './pages/accounting/overview'

<AccountingOverviewView
    onTransactionsToReviewClick={() => {
        navigate('../bank-transactions')
    }}
/>

Properties

string

Page title to place in the header.

boolean

Flag indicating whether to include the <Onboarding /> component in the layout, which will prompt users to connect accounts and categorize transactions when they first arrive. The component is automatically hidden for businesses that have already onboarded, so it’s safe to leave on for all users.

boolean

Flag indicating whether to show the <TransactionsToReviewCard> component. Defaults to true.

boolean

A function which navigates to the bank transactions to review page of your app. This will be triggered when clicking on the <TransactionsToReviewCard> CTA.

string[]

List of colors to use for the P&L detail wheels. Specified in hex strings, i.e. ['#FF0000', '#00FF00', '#0000FF'].

object

Customize text and labels throughout the page.

Show child attributes

string

Override the page title. Defaults to 'Accounting overview'.

string

Override the header text.

object

Show child attributes

object

Show child attributes

object

Show child attributes

string

Override the header for the expenses chart. Defaults to 'Expenses'.

string

Override the header for the revenue chart. Defaults to 'Revenue'.

object

Control the behavior and appearance of slots within the layout.

Show child attributes

object

Show child attributes

object

Show child attributes

object

Show child attributes

enum

The size of the summary cards. Values can be: sm (default), lg

Overview

Components

Layouts

Accounting Overview

Properties

​Properties

Properties