Dashboard

Billy’s dashboard is the first thing you see when you log into your Billy account. We’ve surveyed hundreds of entrepreneurs just like you to bring together what you want in a nice looking, easily digestible format. Let’s dive in!

Date Filter




The ‘Date Filter’ is a powerful tool on the Billy dashboard. You can control date range for all of the reporting objects on the Billy dashboard with just a couple of clicks.

1) All time: Selecting this option will show results for all of the transactions entered for the current organization.

2) Month: Selecting this option will show results for all of the transactions entered for the organization in the specified month. Clicking on this option will reveal a contextual menu that allows you to select the month and year you’d like to view. Be sure to click the checkmark to save your date range.

3) Quarter: Selecting this option will show results for all of the transactions entered for the specified quarter. Clicking on this option will reveal a contextual menu that allows you to select the first, second, third, or fourth quarter of any given year. Be sure to click the checkmark to save your date range.

4) Year: Selecting this option will show results for all of the transactions entered for the selected year. Clicking on this option will reveal a contextual menu that allows you to select which year you’d like to view the results for. Be sure to click the checkmark to save your date range.

5) Fiscal year: If your fiscal year is different than the calendar year, you can select which fiscal year you’d like to view results for. Clicking this option will reveal a contextual menu that allows you to select which fiscal year you’d like to view the results for. Be sure to click the checkmark to save your date range.

6) Custom: Selecting this option will allow you to view the results for a manually specified date range. Clicking on this option will allow you to enter the beginning date (on the left) and ending date (on the right) for the financial results you’d like to view. Be sure to click the checkmark to save your date range.

Overview


The ‘Overview’ box is designed to give you a high level snapshot of your financial performance over a given time period. The time period can be changed using the ‘Date Filter’ as described above.


1) Revenue: Numbers in the ‘Revenue’ line show the total amount your organization has earned in the selected time period.

2) Expenses: Numbers in the ‘Expenses’ line show the amount of costs your organization has incurred in the selected time period.

3) Profit/loss: Number in the ‘Profit/loss’ line show the difference between revenue earned and expenses incurred for the selected time period.

4. Compare with: The ‘Compare with’ box allows you to compare your financial performance to another, predefined, time period in the past. This feature allows you to see things like your year-over-year sales growth or month-over-month expense growth. It is important to adjust the ‘Date Filter’ to match the time period for which you are reporting to ensure comparable figures.

Invoices


The ‘Invoices’ box gives you a snapshot of the current state of your outstanding invoices.



1) Create invoice: Click here to create a new invoice.

2) Drafts: This shows you the number of draft invoices and their total dollar amount. In Billy, draft invoices are invoices that have not yet been approved.

3) Overdue: This shows you how many overdue invoices you have outstanding, and their total dollar amount. These are invoices that have been sent, have not yet had a payment recorded, and are past due.

4) Unpaid: This shows you the total number of outstanding invoices you have, and their total dollar amounts. These are invoices that have been sent for which there has not yet been a payment recorded.

Bills


The ‘Bills’ box gives you a quick overview of draft bills and provides some other useful shortcuts.



1) Create bill: Click here to create a new bill

2) File: Clicking this button will bring you to a ‘Bulk entry’ window where you can edit and approve all draft bills sequentially, including those added via the Billy smartphone app and your Billy email.

3) Click to upload: Clicking here will allow you to add a bill to Billy from your current device. These bills will be added as draft bills which will need to be approved later.

Pro-tip: Have a bunch of bills in a single folder? Add them all at once by selecting multiple files. Billy will automatically import them all as drafts instead of having to select them one at a time. On a Mac, hold the Command key, or on Windows, hold the Ctrl key to select multiple files.

Top Customers and Vendors


These boxes give you an overview of your relationships with your customers and vendors for the selected time period. Remember, you can change the time period by adjusting the ‘Date filter’ at the top right of the screen.



1) Top customers: This box will show you the total dollar value of invoices created for each customer in the selected time period.

2) Top vendors: This box will show you the total dollar value of bills entered for each vendor in the selected time period.

Contact Support

Questions? We're here to help!

Billy Invoicing Tool - Support Team
  • (800) 241-7365