iPad Overview 1 - Business Selection and Dashboard

Last Updated: Sep 19, 2014 03:20AM PDT

Learn how to navigate the ipad app and get an overview of the business selection screen and dashboard.

This is the first of a 7 part series on using the Kashoo for iPad app.

Business selection screen

When you first open up the iPad app, you will be shown the business selection screen. From here you can access the sample business, Acme Photo.

Acme Photo is the sample business that you can use to safely try out the app and see how it works. When you’re ready to add your business, you simply tap on Sign Up to get started.

Dashboard

When you open up the sample business, Acme Photo, for the first time, you will see the Dashboard screen.

  1. In the top left corner, tapping on the back arrow will bring you back to that Business Selection screen.
  2. In the top right corner, the first icon is the settings icon, which you can use to adjust your business settings.
  3. The next icon in the top right corner is the sync icon, which you can use to manually sync your iPad data with the web app.
  4. The last icon in the top right corner is the create icon, which let you create invoices, expenses, transfers, and adjustments.
  5. On the dashboard itself, you can see that there are three different dashboards, as indicated by the dots.
  6. On the let, you can access the Banking, Income, Expenses, Accounts, and Reports screens.

The first dashboard shows you the Profit and Loss Overview. You can see what your income and expenses are as well as the balances of your main accounts, such as your bank accounts. You can tap on any of the accounts on the right hand side to access additional information.

If you swipe left, you will be able to see the Income Overview. This shows your Sales by Account & Money Coming In (also known as your Aged Receivables). The graph displays sales by customer. You can tap on any of the customers or accounts on the right hand side to pull up additional information.

Swiping to the left again reveals the Expense Overview dashboard. The pie chart displays your largest expenses and the right hand side will show you Bills You Owe and Upcoming Bills. Bills You Owe are bills that you have to pay right away because they’re either due or past due. Upcoming Bills are bills that you still have time to pay.

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