Get insight into your business with the dashboard

Overview of the dashboard in the web browser

Quick actions from the web dashboard

Overview of the dashboard in the Wave mobile app

Quick actions from the mobile app dashboard

Overview of the dashboard in the web browser

If you manage multiple businesses in Wave, each will have a separate dashboard.

The dashboard in your Wave account provides an overview of your business. It includes key information such as:

      • Accrual-based cash flow report
      • Accrual-based profit and loss chart
      • Balances in connected accounts
      • Upcoming invoice and bill payments

The dashboard is the first page displayed when you log into your Wave account. To access it at any time, click Dashboard in the left-side menu.

The dashboard cannot be customized.

Quick actions from the web dashboard

To take an action from the dashboard, at the top right, click Create a new. You can create:

          • Transactions
          • Estimates
          • Invoices
          • Recurring invoices
          • Bills
          • Customers
          • Vendors
          • Products or services

Click the document icon at the top right to open the Advisor bar. Use the advisor bar to oversee your bookkeeping tasks, checklists, Wave Advisor tips, and Help Center articles.

Overview of the Dashboard in the Wave mobile app

If you manage multiple businesses in Wave, each will have a separate dashboard.

The dashboard in your mobile app provides an overview of your business. It includes key information such as:

          • Overdue invoice amounts
          • Accrual-based profit and loss chart
          • Taxable income

The dashboard is the first page displayed when you log into your Wave account. To access it at any time, tap Dashboard in the bottom menu.

The dashboard cannot be customized.

Quick actions from the mobile app dashboard

To take an action from the dashboard, at the top left, tap Create new…. You can create:

        • Estimates
        • Invoices
        • Transactions
        • Customers
        • Products or services