Customise your dashboard and find anything

Step 1: Open the customiser

Choose Customize.

Step 2: Choose and order your widgets

Tick the widgets to show, such as outstanding receivables, active jobs, low-stock alerts, pending approvals or upcoming renewals. Use the arrows to move them up or down, then choose Save.

• Your layout is saved for you only. Reset to default restores the original.

Step 3: Filter by branch and period

Use Branch and Period (This month, Last month, This quarter or a custom range) to change what the figures cover.

Step 1: Open search

Press Ctrl+K (⌘+K on a Mac), or choose Search records… at the top of the app.

Step 2: Type what you are looking for

Type at least two characters: a customer, invoice number, job, asset, shipment, product, document or page name. Use the arrow keys and Enter to open a result.