Dashboard
Acting Office offers an intuitive dashboard designed to provide a comprehensive overview of financial data. Our platform enables efficient management and insightful analysis of financial information, helping users assess a client’s financial health with ease. By utilising intelligent analytics, the dashboard delivers clear, actionable insights, allowing users to make informed decisions about their client’s financial status.
Cashflow
Cashflow dashboard displays key financial data, including inflows, outflows, and net balance for each selected account. Additionally, users can view the data in a graphical format, enabling a clearer understanding of financial trends. The dropdown allows users to easily switch between different bank accounts. The option to toggle between detailed inflow/outflow data and overall bank balances provides further customisation for financial analysis.
Banking
Banking plays a crucial role in managing business finances. The dashboard includes a detailed list of all bank accounts, along with their respective current accounting and bank balances. Users can effortlessly add new accounts by clicking the 'Add account' button. For businesses with multiple records, the 'View all accounts' button provides an easy way to drill down and access the full list of bank accounts.
Income and Expenses
This section offers a concise summary of raised invoices for income and expenditures tracking their payment status as well. Users can also generate sales invoices from the 'Income' tab and purchase invoices from the 'Expense' tab, streamlining the invoicing process. The 'View all' option in both sections allows users to drill down into the details of all sales and purchase invoices, providing a more granular view of financial transactions.
Profit and loss
The section offers a high-level overview of the financial position, summarising income, expenses, and other key adjustments. A pie chart visually represents the breakdown of income and expenses for the selected period. For a more in-depth analysis, users can click the 'Detailed' button to access a comprehensive financial report.
Tax timeline
The timeline highlights important deadlines for filings with HMRC and Companies House, ensuring that users stay on top of crucial submission dates. These deadlines are prominently displayed to facilitate timely tax reporting and compliance.
Other important features-
1. Date filters
The software adapts the dashboard according to the date range set by the user. This feature allows users to focus on specific time periods, providing a tailored view of financial data for a more precise analysis.
2. Privacy controls
Given the sensitive nature of financial information, our platform includes privacy controls that allow users to conceal data from external third parties. By activating the privacy toggle, all financial details are blurred, ensuring the confidentiality of information when necessary.
3. Quick entry
The dashboard includes a streamlined 'Quick entry' that enables users to record essential transactions with just a click. Whether raising an invoice, generating a receipt, or creating credit notes, users can swiftly capture necessary financial entries from a pre-defined list.
4. Quick reports
'Quick reports' provides users with immediate access to all available financial reports. By clicking the button, users can view a list of reports and access them with a single click, enhancing efficiency and ease of navigation.
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