Read your dashboard

The steps

Find it

1. Ledgr opens on the dashboard. From anywhere else, tap Dashboard at the top of the menu; on a phone, open the menu with the button at the top left first.

Read the headline figures

1. Total Cash is what your books say you hold across your bank and cash accounts. The line under it compares that with your bank statements.
2. Outstanding Receivables is what customers owe you, with the overdue part shown beneath it.
3. Cash Runway shows how many weeks your cash lasts at the rate you have spent over the last twelve months.
4. Further down, Outstanding Invoices lists who owes you. Tap You owe to see the supplier bills waiting, then Owed to you to go back.

Scenario: you chase payments every morning

1. Tap Customise dashboard. Each card has a switch to show or hide it, and arrows to move it.
2. Tap Move Invoices and SARS calendar up, so the invoices you are owed sit just under the headline figures.
3. Tap Insights to hide a card you never read. Changed your mind? Tap Insights again to bring it back.
4. Tap Done. The layout is yours alone; your colleagues keep their own.

Scenario: a customer is late paying

1. Under Outstanding Invoices, tap Show all to list every invoice still owed. Overdue ones are in red, each with its own buttons.
2. On an overdue invoice, tap Remind, then Send email? to email the customer a reminder. The second tap is there so nothing is sent by accident.
3. When the customer gives you a date, tap Promise date, then Pick the date they gave you, type 2026-12-15 and tap Save. The cash-flow forecast counts it in that week.

Scenario: you cannot remember where a screen is

1. Tap Search anything… at the top and type payroll. Under "Go to", the Payroll screen appears; tap a result to open it.

Scenario: you need one invoice or customer fast

1. Tap Search anything… and type part of an invoice number, such as 142. INV-2026-142 appears under "Records" with its customer and amount.

More detail is in the guide.

Check yourself

1. Where does the Total Cash figure come from?

   • The bank's latest statement balance
   • What your books say you hold across bank and cash accounts
   • Invoices raised in the last thirty days
   Show the answer

   What your books say you hold across bank and cash accounts

2. What happens when you tap Remind on an overdue invoice?

   • The reminder is sent immediately without a second tap
   • The invoice is marked as overdue and nothing is sent
   • Ledgr asks you to confirm with Send email? before the customer is emailed
   Show the answer

   Ledgr asks you to confirm with Send email? before the customer is emailed

3. You cannot remember where Payroll is. What is the quickest way there?

   • Add a Payroll card with Customise dashboard
   • Type its name into Search anything and choose it under Go to
   • Look for it on the Billing & Plan tab in Settings
   Show the answer

   Type its name into Search anything and choose it under Go to