Reading the dashboard

The dashboard summarizes available cash, receivables and payables, the period's sales and what needs action today.

If you are not signed in, Tario asks you to log in and opens your current company.

Steps

Cash on hand adds up the balances of the bank and cash accounts registered in Banking; received bills you have not accepted yet do not affect it.
Receivables and Payables are the open balances of issued invoices and accepted bills, overdue and upcoming.
The sales block compares the current period with the previous one in the company currency; click any tile to open the filtered list.
Pending actions lists what needs a decision: documents to accept, rejected invoices, open reconciliations and Tario AI insights.
Change the period with the selector at the top; the full reports live in Accounting → Reports.

Figures are always in the company currency; documents in another currency are converted at each document's own exchange rate.

Opens the assistant inside Tario with the question typed, ready to send.