Included in every plan

Dashboard

The Dashboard is the owner's home screen. It shows a notes pad at the top, then one card for each part of the business you actually use: who is working, your people, leave, tickets, workshop jobs, money owed and VAT to pay. Cards for modules you have not switched on are not shown.

Start free What it does
The Dashboard with pinned notes at the top and the Who is working card, showing people clocked in by location and since when.

What it does.

  • Notes pad

    Jot down quick notes with a title and a body. Pin the important ones to the top.

  • Search and export notes

    Search your notes once you have a few, and export them to a PDF in the same order you see them.

  • Who is working

    See how many people are clocked in, finished today and hours worked, by location, with each person's start time. Needs Time & Attendance.

  • Your people

    Staff on the books, locations and departments, with a count of staff per location. Needs Employees.

  • Leave at a glance

    Who is off today, how many requests are awaiting approval and leave days taken this year by type. Needs Time & Attendance.

  • Tickets summary

    Open, overdue and urgent tickets, plus a clear warning when a ticket is routed to a department with nobody in it. Needs Tickets.

  • Workshop summary

    Open work orders and the total number of jobs. Needs Workshop.

  • Money owed

    The number of unpaid invoices and the total still owed to you, after payments and credit notes. Proformas are not counted. Bars show invoiced sales for the last 30 days and what is owed to you by age.

  • VAT to pay

    The «VAT to pay» card shows VAT on sales minus VAT on purchases for today, this month, your VAT quarter, this year or any dates, with a bar per day or month. It counts invoices, credit notes, expenses, supplier invoices on goods receipts and till sales, so it works without the Accounting add-on. Choose your Cyprus VAT quarters in Settings › Money › VAT periods and the card reminds you before the deadline. It appears when VAT is on in Settings or your documents carry VAT. An estimate until you file.

  • Money overview card (with Finance)

    This month’s net sales, net result and VAT to pay, each compared with last month. One tap opens the full Money overview.

  • Daily report every evening

    At the hour you choose, Flow sends today’s figures next to the same weekday last year, or the same date: sales, invoices, payments received and new customers, plus till sales, deliveries, customer orders, stock value and sales per van when you use those modules, the top 5 items and month to date. Set it up in Settings › Account. It goes by e-mail to the owner’s verified address and up to 5 extra addresses that confirm, as an app notification, and to Telegram through your own bot (set up once with @BotFather). Off until you switch it on, and it needs data kept in the CySo cloud.

  • Only the modules you use

    Each card appears only when its module is switched on, so a zero always means a real zero.

  • One tap to the detail

    Every card links straight to its full screen, and a button opens the calendar.

Real screens.

From the app, using a demo company.

The Your people, Leave, Tickets and Workshop cards, including a warning about a ticket routed to an empty department.
The people, leave, tickets and workshop cards.
The Tickets, Workshop and Money cards, with unpaid invoices and the amount owed, and a button to open the calendar.
The money card and the calendar button.

Price.

Prices exclude VAT. See all CySo prices.

Included

The Dashboard is part of the free core of Flow. The cards it shows depend on which modules you have switched on.

Start free

Works well with.

Time & AttendanceKnow who is working right now, plan the rota, and turn clock-ins into timesheets, from your phone.See the module TicketsInternal fault and job tickets for your own team, routed to a department and kept as a record once fixed.See the module WorkshopWork orders for a garage or repair shop, from booking the vehicle in to the invoice.See the module InvoicesIssue numbered tax invoices, record payments and receipts, and see what every client still owes.See the module

Try the Dashboard in CySo Flow.

Start on the free plan and switch modules on from inside the app.

Open CySo Flow All modules