Home dashboard

In the Home dashboard, you can see information about your sales; information about your expenses, including the expenses of historical periods; and finances. You will also see an alert icon about the delay in the AFIP service to issue vouchers, and if your company is a simple taxpayer, you will receive alerts if you need a recategorization.

To open the Home dashboard, click Home in the navigation panel.

Alerts and notifications

  • The Home dashboard displays several alerts, such as when you have past due third-party checks in your portfolio, you have unauthorized electronic sales pending with AFIP web service, or the result of the batch authorization process.

    To see these notifications, click the number next to your name on the Home dashboard.

  • You can also see an alert for you and your accountant when you might need to recategorize the following items because you are approaching your category limit.

    • bank account deposits
    • gross revenues billed
    • rent paid

    If there are alerts about recategorization, you should contact your accountant to determine which category is best for your company.

    Notifications

  • OnBalance also provides an alert with the connection wait time for AFIP Web Services, including if some electronic sales are not authorized. Click the icon to see the wait time.

    AFIP wait time notification

    • Green: The connection is working, and you can issue eInvoices.
    • Yellow: The connection is working, but is slow.
    • Red: There is no connection.

    Note: You will see this alert only if you have electronic sales point and a certificate to issue eInvoices.

At-a-glance information

The Home dashboard also provides an at-a-glance picture of the information you need for your business.

  • Financial Accounts: You can view the bank balance for each financial account. Click the previous and next arrows to scroll through your accounts. Financial account types include checking, savings, credit card, cash, and online payment accounts.

  • Sales: You can view a pie chart that displays your sales items by month in accrual basis. The legend items display the percentage of total sales for the month. When you hover over either the pie slice or the legend line item, the total amount of that item’s sales displays. Click the previous and next arrows to scroll through the months of activity.

    Notes

    • Up to ten items are displayed. If you have sales of more items in the selected month, nine items will be listed, and all other items will be combined as All Other Sales.
    • Perceptions for all taxes are summed in a specific pie slice.

  • Expenses: You can view a pie chart that displays your expense categories by month. The legend items display the percentage of total expenses for the month, including bills, in accrual basis. When you hover over either the pie slice or the legend line item, the total amount of the category’s expenses displays. Click the previous and next to scroll through the months of activity.

    Notes

    • Up to ten categories are displayed. If you have expenses of more categories in the selected month, nine categories will be displayed and all others will be combined as All Other Expenses.
    • Perceptions and other taxes are included in the category selected on the bill's header.

  • Sales & Expenses: You can view a bar chart that provides a visual graph of your total sales and your total expenses, including bills, for each month of the months displayed. Click the previous and next arrows to scroll through the months of activity.

    Note: Other income registered in Banking is not included on this graph.