Dashboard & Quick Actions
A centralized hub for monitoring your finances and launching everyday tasks without delay.
Overview
When you open Kantivo, the Business Dashboard greets you with an at-a-glance summary of how your company is performing financially. Every number you see is pulled directly from your database in real time. From here you can also jump straight into the tasks you handle most often.
Dashboard Cards
Across the top of the dashboard, five metric cards give you an instant read on the health of your business:
| Card | What It Shows | Why It Matters |
|---|---|---|
| Cash & Banking | Combined balance of every bank and cash account in your chart of accounts | Tells you exactly how much liquid capital is on hand |
| Outstanding Receivables | Sum of all invoices that customers have not yet paid | Highlights incoming cash so you can follow up on late payments |
| Outstanding Payables | Sum of all vendor bills you still owe | Keeps upcoming obligations visible so nothing slips through |
| Monthly Activity | Number of transactions posted during the current month | Gives you a pulse on how active your books are |
| Client Base | Count of all active customers on file | Lets you monitor customer growth over time |
Quick Actions
Directly beneath the metric cards, a row of shortcut buttons lets you initiate the most frequent bookkeeping tasks in a single click:
Create New Transaction
Launches the general journal entry form where you can post manual adjustments, reclassifications, or any multi-line entry that does not fit a specialized workflow.
Receive Payment
Logs an incoming customer payment and applies it to one or more open invoices.
- Press Receive Payment
- Pick the customer from the dropdown
- Fill in the payment amount, date, and method of payment
- Choose the invoice(s) the payment should be applied against
- Press Save Payment to record it
Deposit Received Payments
Bundles several customer payments together into one bank deposit, mirroring the physical deposit slip you take to the bank.
- Press Deposit Received Payments
- Check off the undeposited payments you want to include
- Pick the destination bank account
- Set the deposit date
- Press Create Deposit
Create Bill
Records a vendor bill that you plan to pay at a later date, posting the liability to Accounts Payable.
- Press Create Bill
- Choose an existing vendor or add a new one on the fly
- Fill in the bill number, bill date, and due date
- Add one or more line items, each assigned to an expense account
- Press Save Bill
Pay Bill
Settles one or more outstanding vendor bills from the account of your choice.
- Press Pay Bill
- Pick the vendor
- Select the bills you want to settle
- Choose the payment account (e.g., checking)
- Press Pay Selected Bills
Quick Expense
A streamlined form for logging a simple out-of-pocket expense that was paid on the spot, without first creating a bill.
- Press Quick Expense
- Pick the expense category
- Pick the account the money came from
- Type in the amount and a brief description
- Press Save Expense
Daily Workflow Tips
Morning Routine
- Glance at Cash & Banking to confirm your available funds before making any spending decisions
- Scan Outstanding Receivables and reach out to customers whose invoices are overdue
- Review Outstanding Payables so you know which vendor obligations are coming up
Throughout the Day
- Reach for Quick Expense whenever you make a small, immediate purchase
- Log incoming funds with Receive Payment as soon as customer payments land
- Capture vendor invoices right away using Create Bill so nothing piles up
End of Day
- Consolidate the day's receipts with Deposit Received Payments before you close out
- Verify the Monthly Activity count to make sure every transaction made it into the books