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