Reading the accounting dashboard
The accounting dashboard is the row of headline figures and the panels underneath them that open when you go to Accounting . This article covers what those figures mean, what it means when one of...
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The accounting dashboard is the row of headline figures and the panels underneath them that open when you go to Accounting. This article covers what those figures mean, what it means when one of them says it is unavailable, and what the dashboard deliberately does not show.
A zero now means somebody checked
The dashboard used to print a zero whether the answer was genuinely zero or the figure had never been worked out. Four of the six headline figures were reading the wrong information and were wrong on every property.
The rule now is simple: a figure the dashboard cannot work out says so, in plain words, instead of showing a number. So a zero on this screen is a real zero, and a card that tells you it is not available is telling you the truth rather than quietly substituting one.
Two consequences worth knowing:
- You can act on a zero. If the dashboard says nothing is past due, nothing is past due.
- An unavailable card is not a fault to report. It is the screen declining to invent a figure.
The headline figures
| Figure | What it counts |
|---|---|
| Revenue MTD | Invoices marked paid since the start of this month, at gross total. This is money collected, not revenue recognised |
| Outstanding AR | All open charges, net of payments |
| Past Due | The portion of that which is past its due date. Money that is owed but not yet due is deliberately excluded |
| Expenses MTD | Expenses booked this month |
| Awaiting Approval | How many expenses are waiting on a decision. A count, never an amount |
| Total Assets | The balance of every posted asset account. Receivables and prepaid amounts are inside this number, so it is wider than the cash you can spend |
Total Assets was called Cash Balance until 2026-08-30. The figure did not change. The name did, because the old one overstated what the number was: it is every posted asset account, not cash on hand, and a card that needs a footnote to stop misleading has the wrong name rather than the wrong number. If you want cash on hand specifically, use the Balance Sheet on the Reports page, which the card links to.
What is not on this dashboard, and where it lives instead
At the foot of the page there is a permanent strip headed Not on this dashboard yet. It is not dismissible and it does not change from property to property, because it is a statement about the dashboard rather than about your building. It names each thing people commonly look for here that this screen genuinely cannot answer, and links to the screen in URBI that can:
| Not shown here | Where the answer is |
|---|---|
| Occupancy and lease expiry | The units screen |
| Bond balances | The Bonds tab on Transactions |
| Payables aging | The Expenses screen |
| Recent transactions | The Payments screen |
| Revenue month over month | The Reports page |
| Rent collection rate | Nowhere yet, so this one carries no link |
Two of those names vary with your property type, so the strip may read differently on your screen than it does here.
Two of these were panels on the dashboard until 2026-08-30. The revenue chart was removed because it had only one month of data to draw, so it plotted a single bar and said less than the Revenue MTD card directly above it. The payables panel was removed because there is no payables ageing behind it: it could only restate a total that the Expense Summary panel already shows properly, under a heading promising a breakdown by age that it did not have. Both concepts are still named in the strip, so nothing was quietly dropped, and both panels come back the day the data behind them exists.
The payables panel, and why it is gone
The payables panel used to announce that nothing was owed to any vendor. It said that on every property, always, including properties with a stack of approved bills waiting to be paid.
It no longer appears at all, and the dashboard now makes no claim about payables in either direction. What is owed on approved bills, and how many are still waiting on an approver, is on the Expenses screen, which is where the ageing detail lives too. The Awaiting Approval card on the headline row and the Expense Summary panel on the Operations tab both carry real figures from the same data.
If a total looks lower than you expect, check the bills still waiting on an approver. A bill that has not cleared its approval chain is not yet a payable.
When the dashboard cannot load at all
A failed load looks deliberately different from an empty dashboard. It puts a notice at the top of the page with a Try again button, the headline cards show a dash rather than a zero, and the "Not on this dashboard yet" strip is hidden, because a screen that could read nothing is in no position to tell you what is or is not tracked.
Everything is a link
Each headline figure opens the list behind it. If a figure surprises you, click it: the underlying records are the answer, and the dashboard is only a summary of them.
Related articles
- The Reports page, for occupancy, collections, revenue history, payables ageing, and every other figure the dashboard summarizes.