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Dashboard

docs/solavel-finance/dashboard.md

Who can use this: anyone with a Solabooks role-permission set in the organization; widgets are filtered by what your role and feature flags allow. URL / Route: /finance/dashboard (finance.index); the bare /finance/ URL also lands here. Plan / feature gate: feature:tracker.dashboard (default: enabled on every plan). Permissions: anyone with org.view; individual cards depend on their own permissions (e.g. sales.invoices.view, purchases.bills.view).

Purpose

The Dashboard is the home screen of Solabooks. It summarises cash position, what you are owed, what you owe, recent activity, and shortcuts to the day's most common tasks.

If your organization has not finished the setup wizard, opening the Dashboard sends you straight to the wizard instead.

What appears

The Dashboard is built from independent cards. Which ones load depends on your plan, which feature flags are on for the organization, and the permissions on your role. Owners and Managers see the full board; Accountants see most of it; Approvers see a much smaller view.

Common cards:

  • Cash position — combined balance of all bank and cash accounts in your base currency.
  • AR aging summary — open invoices by age bucket. Links to the AR Aging Summary report.
  • AP aging summary — open bills by age bucket. Links to the AP Aging Summary report.
  • Recent invoices — the last few invoices you created or received payment on.
  • Recent bills — the last few bills awaiting payment.
  • Recent journal entries — the last few journal entries posted.
  • Income vs expense (this month / this quarter) — a chart of monthly P&L movement.
  • Top customers / top suppliers (by amount this period) — quick links into the master records.
  • Tasks awaiting approval — items routed through the approval workflow waiting on you.
  • Recurring runs due — recurring invoices/bills/journals scheduled to run soon (only if you have tracker.recurring_* features on).

A second tab provides:

  • AI Summary at /finance/ai-summary (finance.ai-summary) — natural-language summary of period activity.
  • Intelligence at /finance/intelligence (finance.intelligence) — anomaly detection and trend insights.
  • Activity at /finance/activity (finance.activity.index) — chronological feed of who did what and when.

Step by step

  1. Open /finance/. You arrive on the Dashboard.
  2. Use the date-range picker in the top right to switch between This Month, This Quarter, This Year, or a custom range. The cards re-compute.
  3. Click any card title to open the underlying record list (e.g. AR Aging card → AR Aging report).
  4. Click AI Summary, Intelligence, or Activity in the secondary nav for a deeper view.

Behaviour and rules

  • Currency: amounts shown are in your organization's base currency. Multi-currency totals are converted using current exchange rates (multi-currency feature flag must be enabled to see FX information).
  • Permissions: a card silently hides when you lack permission to see its underlying records. If your Dashboard looks unusually empty, check your role and the org's feature flags at /finance/settings/plan-status.
  • Caching: Dashboard cards refresh on each load. There is no hard-cached view; large organizations may take a few seconds to paint all cards on first open.

Permissions / restrictions

  • View: requires org.view and org.select (you can be inside the organization).
  • AR-related cards: sales.invoices.view, sales.payments.view.
  • AP-related cards: purchases.bills.view, purchases.bill_payments.view.
  • Bank cards: banking.accounts.view (only ever a generic permission — there is no bank-account-level grant).
  • AI Summary / Intelligence: behave the same as the Dashboard but use the same permissions.

Related

Source: docs/solavel-finance/dashboard.md ← All documentation