Dashboard overview
Get a quick overview of the HelpMyBooks dashboard and understand the key workflow counts and areas that help you see what needs attention.
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In this tutorial
- See your practice at a glance on the Dashboard
- Check the Needs attention counts: ready for review, waiting on clients, outstanding, and overdue
- See if any issues need your attention
- Use Quick actions to add a client, review ready items, sync Xero, or send reminders
- See clients needing attention and items ready for review at a glance