How to use the Books dashboard?

TB Books · dashboard · Last updated September 18, 2026 · Version 1

This process works in apps: TB Books

This article will teach you how to read sales, purchases, and cash widgets and jump into the related documents.

The Books dashboard is your accounting morning briefing: open AR, recent sales, purchase activity, and cash position for the active organization. Widgets are not the ledger itself — they are shortcuts into invoices, bills, payments, and banking lists where you can drill into exceptions. Use it daily to spot zeros, spikes, or aging balances before month-end surprises.

Steps

• Open Books and land on the Dashboard.
• Confirm the correct organization in the header if you belong to more than one tenant.
• Confirm the active location when widgets are location-scoped.
• Set the date filters to the period you care about (Today, MTD, or Custom Date). Confirm the italic note such as All dates in Pacific Time (PDT).
• Scan sales, purchases, and cash widgets for unexpected spikes or zeros.
• Click a widget to open the underlying invoices, bills, or banking list.
• If a total looks wrong, verify filters on the list before changing accounting settings.

Conclusion & best practices

Treat the dashboard as a daily health check, not the system of record. When a number looks wrong, open the document list for that widget and verify location and date filters before changing accounting settings. Today and invoice dates follow the organization timezone — see How are dates shown on dashboards and reports?.