Where to start the day: the “What is there to do?” screen

What is it for?

It is the screen accounting opens with: it shows, in one place, what there is to do today (invoices to record, bank movements to reconcile, overdue invoices, tax obligations) and how the month is going (result, sales and purchases, VAT, banks). Each card takes you to the list you need to deal with.

When to use it?

• At the start of the day, to decide where to begin.
• Before closing the month, to see what is missing.
• It is not for analysing accounts in detail: use the reports for that.

Where to find it?

• Accounting › Record › Home › What is there to do?

Before you start

• The profile is Accountant. The Administrative profile opens a reduced screen: it only has the Home menu, without New bill, without banks or obligations, and sees the Invoices in draft and Overdue customer invoices cards. The month selector lists 25 months.

How to use it

1. Open What is there to do?. The top shows the date, the company, the month selector (November 2026) and three shortcuts: New customer invoice, New bill and Load bill (PDF, photo or QR).
2. Read the cards: Invoices in draft, Vendor bills to post, Bank movements to reconcile, Overdue customer invoices, Overdue vendor bills, Money in the banks and Next tax obligations. A card with “Nothing to do” is up to date; a number in red needs attention (in the example, “Customers owe €6,834.13 past the due date” and “8 … 2 past the deadline”).
3. Click a card to open the list: Overdue customer invoices opens the overdue invoices with the Due date, the Total, the Outstanding amount and the State (“Overdue for 2 days”); Next tax obligations opens the list of obligations with the Due date, the Days to the deadline, the Responsible profile and the State. The breadcrumb shows “What is there to do?” at the top.
4. Further down, the panels Profit or loss, Sales and purchases, VAT of the month, Banks and cash (at the end of the month), Customers and suppliers (at the end of the month) and Tax obligations of the month compare the month with the previous month and with the same month of the previous year. VAT of the month shows the VAT payable and the next deadline (“20/11/2026 (September 2026)”).

Expected result

• You know what to deal with first and open each list with one click.
• The screen is for viewing only: it creates no journal entries and communicates nothing to the AT.

Important notes

• The figures are for the company you are in. Switch company in the top right corner if you work with more than one.
• The result of the month and of the year come from posted journal entries: a draft invoice does not count yet.

Common problems

I do not see the banks, the tax obligations or the “New bill” button

• What to confirm: your profile. The Administrative profile opens the reduced screen: it only has the Home menu, without New bill, without banks or obligations.
• What to do: if you need these cards, ask the company administrator for the Accountant profile.

The result of the month does not include an invoice I have already recorded

• What to confirm: whether the invoice is still a draft. The result of the month and of the year only come from posted journal entries.
• What to do: open the Invoices in draft card, confirm and post the invoice.