If you manage multiple businesses in Wave, each will have a separate dashboard.
The dashboard is the first page you see when you log in to your Wave account. It provides an at-a-glance overview of your business.
Wave has rolled out a new version of the dashboard. To change back to the classic dashboard view, at the top right of your Dashboard page, click Switch back.
Overview of the dashboard in a web browser
Overview of the dashboard on the mobile app
Overview of the dashboard in a web browser
Customize your dashboard layout
Understand your dashboard
To access the dashboard at any time, in the left-side menu, click Dashboard.
Your dashboard includes a summary of information and quick actions for your business.
At the top of your dashboard, select a quick action to: create an estimate, create an invoice, create a transaction, or add a bill.
Your dashboard shows at-a-glance information for:
- Overdue invoices and bills
- Cash flow and Profit and loss reports
- Expense breakdown
- Business payables and owing
- Wave promotions
- Bank connections, for businesses subscribed to Wave’s Pro Plan
Each section is interactive. To see more detailed information about a section, click the View button at the top right.
Customize your dashboard layout
You can change how the information on your dashboard is displayed. At the top right, click Customize. You can select a pre-designed layout based on your chosen preference, or customize your dashboard widgets layout.
To customize your dashboard, drag and drop the widgets in the order you want them displayed on your screen, then click Save.
Your last saved custom layout appears in the preset layout dropdown menu under Custom.
You cannot change what information is on your dashboard.
Change your accounting method
For the profit and loss, net income, and expense breakdown graphs on your dashboard, you can change the accounting method from accrual to cash basis at any time. The cash flow graph can only be displayed on a cash basis.
To update all of the eligible graphs on your dashboard, at the top right, select Customize, then select the method.
Overview of the dashboard on the mobile app
The mobile dashboard cannot be customized.
To access the dashboard at any time, in the bottom menu, click Dashboard.
It includes key information such as your:
- Overdue invoice amounts
- Accrual-based profit and loss chart
- Taxable income