Improved
A company Dashboard that shows what needs doing
The Dashboard becomes an overview of every area, with a Control panel and a Task list of what is coming up.
In this guide
A company's Dashboard is now an overview of every area of its work, in two tabs. It reads and summarises; every row opens the page where the work is actually done.
Control panel
The default tab starts with a strip naming anything overdue or failing. Below it, cards for Documents, Tax filings, Closing and Exposure each show their area's state and end with a count of its to-dos. Choose a count to open exactly those items.
Task list
Coming up shows the next 45 days: returns falling due and periods ending. Needs attention lists every item that needs a person, grouped, each with one button that takes you to it. Admins also see Recent activity.
Where the file list went
The document table moved off the Dashboard into Files → Purchases and Files → Sales, and older Dashboard links land there. A count always matches the list it opens. If an area cannot be read just now, its card says so instead of claiming there is nothing to do.
No setup is needed; the new Dashboard appears for every company you can open.