UNENO
Start for free
EnglishDeutschFrançais
All features
Getting paid

Your business at a glance.

Pick a period and see what happened: new customers, quotes and invoices, what you issued, what came in and what is still open — each compared with the period before or the year before. Every figure is calculated fresh from your invoices and payments.

  • Any period — compared with the one before or last year
  • Issued, received, VAT and still open — net
  • Overdue invoices and drafts that need you
Start for freeCompare plans
The period

Any period, compared.

At the top right you choose the period for the whole page — a quick pick or your own range — and what it is compared with.

  • Your own range: pick the first and the last day in the calendar
  • Up to 92 days the charts show each day, above that each month
  • The period is in the page’s address — a bookmark opens exactly this view
  • It opens with the period you set — the last 30 days unless you change it
Overview

What happened in the period.

Four figures, each with its change against the comparison and its course over the period — green for more, red for less.

  • New customers

    The customers you created in the period.

  • Quotes issued

    Quotes with a quote date in the period.

  • Invoices issued

    Invoices with an invoice date in the period — including those paid or cancelled since.

  • New products

    The products and services you created in the period.

Invoices

Where your invoices stand — and what needs you.

The invoices of the period by where they stand today, every invoice with your customers as of today, and a short list of what to act on.

  • The period’s invoices

    Issued in the period, by where they stand today: paid, issued & sent, or cancelled.

  • As of today

    Every invoice with your customers — paid, open, partially paid or overdue — whatever period you chose.

  • Needs attention

    The invoices overdue the longest and the drafts your schedules created for review — five of each, one click away. Nothing to do? It says so.

When revenue counts

Revenue the way you account for VAT.

Under Settings › General you decide when revenue counts on the dashboard — ideally matching how you account for VAT.

As payments arrive (cash basis)

Default

With every payment, on its payment date — a partial payment pro rata: half paid brings half the net amount and half the VAT. Reminder fees aren’t revenue.

By invoice date (accrual basis)

With every issued invoice, on its invoice date — paid or not.

Either way, a cancellation invoice takes the revenue back in its own month. “Received” in Finance always shows what actually came in — the setting changes how the dashboard counts, never your invoices.

Before you start

In a new workspace the dashboard points to the six settings worth a look first — hide the card once you are done, for the whole team.

  • Business profile
  • Number ranges
  • Documents settings
  • Texts & Emails
  • Payment reminders
  • Sending

Good to know

  • What you see follows your role — each figure appears with its permission.
  • “Today” and the days of the period follow your company’s time zone.
  • The dashboard isn’t a tax report — for your VAT return, your bookkeeping and your tax advisor count; the data export takes your figures there.
FAQ

Questions about the dashboard

Short answers to what people ask us most.

Start for freeContact sales
Which period does the dashboard show?

The one you choose at the top right — a quick pick from the last 7 days to this year, or your own range. It opens with the period set under Settings › General (the last 30 days by default), and the period is part of the page’s address, so a bookmark keeps it.

What is each figure compared with?

With the period right before — the default — or the same days one year back; you choose beside the period. Each figure shows its change as a pill, and hovering over it shows the comparison figure.

What is the difference between Issued and Received?

Issued is the net amount of the invoices dated in the period, cancelled ones left out. Received is what actually came in, net, by the date of each payment — a partial payment pro rata. VAT is the VAT on what came in.

What does “Open” include?

In Finance, what is still to be paid on the period’s invoices — gross, reminder fees included; here more reads red. At the bottom, “Now” shows what is open across all invoices, with the overdue part in red and a link to the overdue invoices.

Does revenue count when the invoice is issued or when it is paid?

You decide under Settings › General: as payments arrive (cash basis, the default) or by invoice date (accrual basis) — ideally matching how you account for VAT. Either way, a cancellation invoice takes the revenue back in its own month.

Who sees which figures?

Everyone sees the figures their role allows: the overview’s columns follow the permissions for customers, quotes, invoices and products, and the Invoices and Finance cards need the right to view invoices.

Can I use the dashboard for my VAT return?

No — the dashboard isn’t a tax report. For your VAT return, your bookkeeping and your tax advisor count; the data export takes your invoices and payments there, in Germany the DATEV export too.

Continue reading

Get started now

Start your 14-day free trial of UNENO Invoice — no credit card required.

Start for freeCompare plans
  • Made & hosted in Germany
  • GDPR-compliant
  • E-invoicing built in
  • 14-day free trial