Through the Dashboard, you can monitor several key indicators, such as information about your outstanding suppliers and customers, including the total amount of unpaid invoices, overdue invoices, and invoices scheduled for later payment.
Lucy determines this information based on the documents available in your Inbox. By clicking on the figures, you can view the corresponding documents. The numbers displayed represent newly received purchase and sales invoices archived documents are not included in these totals.
You can upload documents using the “Upload” button, or create a new sales invoice via the “+ New Invoice” button under “To Receive from Customers.”
At the bottom of the dashboard, you’ll also find information about your accountant, a Lucy blog featuring helpful articles, and several company-related links.