Dashboard
Navigation: Home tab
Web vs mobile: The mobile Home tab mirrors the web Dashboard metrics but uses scrollable cards and pull-to-refresh instead of a full-width layout. Customize which sections appear; run Sync All from either platform.
The Home tab is your daily finance snapshot — MRR, collections, items needing attention, and shortcuts into triage workflows.
Hero and Quick Actions
At the top, a greeting shows your name and a contextual subtitle (e.g., pending draft count). The primary action button changes based on what needs attention:
- Open Missed billing when opportunities are queued
- Open Generated invoices when drafts await approval
- Sync All when data has not been refreshed recently
AR Summary Strip
Below the hero, a compact accounts receivable strip shows:
| Metric | Description |
|---|---|
| Outstanding | Total amount clients owe |
| Overdue | Invoices past due date |
| Draft | Generated invoices not yet posted |
Tap a metric to jump to the relevant list (Invoices, Generated invoices, or Accounts receivable under More).
Needs Attention
Dashboard cards surface actionable items:
| Card | Opens |
|---|---|
| Missed billing | Opportunities ranked by severity and estimated monthly impact |
| Generated invoices (draft) | Drafts awaiting tax review or approval |
| Under-licensed clients | Clients with device vs. license variance |
| Overdue invoices | Accounting invoices past due |
| Renewals due | Contracts approaching renewal date |
Counts update after sync and realtime refresh. Tap any card to open the full workflow.
Customize Sections
Tap the slider icon in the top-right to open Customize dashboard:
- Toggle sections on or off (AR strip, missed billing, drafts, reconciliation, collections, CFO snapshot, etc.)
- Drag to reorder visible sections
- Changes save per user and persist across sessions
Reset to defaults from the customize sheet if you hide something you need later.
Sync All
Sync All triggers a coordinated refresh of billing data sources:
- Pax8 subscriptions
- Xero invoices (delta or full, depending on last sync)
- SuperOps invoices (if connected)
- Device snapshots for reconciliation
- Related catalog and client mapping data
Run Sync All from:
- The hero primary action when stale
- Pull-to-refresh on the Home scroll view
- Settings → Integrations sync buttons for individual sources
See Settings for per-integration status.
Additional Widgets
Depending on your customize preferences, you may also see:
- Collections snapshot — Recent payment activity
- CFO / finance-close snapshot — Period-end summary metrics
- Recent invoices — Latest Xero-synced invoices
- Subscription highlights — Active count and MRR trend indicator
Pull to Refresh
Pull down anywhere on the Home scroll view to refresh dashboard data without leaving the tab. A loading indicator shows while stores reload from the API and offline cache.
Tips
- Check Home daily — Fastest way to spot billing gaps before month-end
- Customize for your role — Finance managers may prioritize AR; billing admins may prioritize missed billing
- Run Sync All after Pax8 or Xero changes on web to pull updates to mobile
- Tap through needs-attention cards rather than hunting in More