The Firm Dashboard

Last updated: 2026-09-12 Summary:

• One screen across every client book you can reach — no clicking into each one to check.
• Two views work today: what needs attention, and how each client is doing.
• The deadlines card is on the screen but is not yet connected to a filing source, so it stays empty.

What it shows

The firm dashboard gathers, across every client book you can reach:

• Exceptions — the things that need a hand before they become a problem: overdue receivables, unposted journal entries, and bank accounts that have gone more than thirty days without a reconciliation (or have never had one). A client appears only when it has something outstanding, so a client with nothing to fix is absent from the list rather than listed as clean.
• Financial rollup — revenue, expense, and net income for each client book, side by side, for a quick read on how the whole portfolio is doing.
• Upcoming deadlines — this card is on the screen, but it is not yet wired to a filing source. It reads “No upcoming deadlines” for every firm, whatever your clients actually owe. Until it is connected, track filings from each client’s own book and the BIR filing deadlines checklist.

Who sees it

Every member of your firm can open the firm dashboard. What differs is its reach: an Owner or Admin sees every client book under the firm, while a Manager or Member sees the books they’re assigned to. The dashboard is a view over books you can already open — never a way around an assignment.

A note on the financial rollup

The rollup covers every client book you can reach, unless that client has asked to be left out of it.

The choice is the client’s, and only the client’s. A company’s owner or administrator can switch it from their own Billing & Subscription page, under Figures shared with your firm. Nobody on the firm’s side can change it — not a Manager, not an Admin, not the firm’s Owner — even though firm staff otherwise hold full access to the book. That is deliberate: an opt-out the firm could reverse would not be an opt-out at all. If a client asks you to change it for them, they have to make the change themselves.

Opting out hides the figures, not the book. A withheld client still appears on the rollup, marked as hidden by the client, with no revenue, expense, or net income totals — so a book that has been withheld never looks like a book that has gone missing. It changes nothing else: you keep the same access to that client’s own books, reports, and filings that you had before.

Where firms get tripped up

• Waiting for the deadline card to warn you. It won’t — it isn’t connected to a filing source yet. Work from each client’s book and the BIR filing deadlines checklist instead.
• Reading the exceptions list as a checklist of your clients. Only clients with something outstanding appear. Absence from the list is the signal that a client is clean; there is no per-client “all clear” row.
• Ignoring the exceptions view until quarter end. Unposted entries and unreconciled banks are cheapest to fix the week they appear, not during the close. See Close an accounting period.

See also

• Add and manage client books
• BIR filing deadlines checklist