Read My Biz
My Biz has four parts on one screen: the MyBiz Snapshot with the Sales Overview beside it, the Profit & Loss Overview, and the Cashflow chart. This page explains what each shows, how to refresh it, and how to open the report behind a figure.
Video coming soon: Tour of My BizWhat is on the screen
Go to Biz View › My Biz. While it loads you see a "Dashboard" loader. Parts you have no access to are left out, not shown as zero.
MyBiz Snapshot
Five bars, one each for Accounts Receivable, Accounts Payable, Open SO, Open PO and Inventory. Each bar is split into segments, and the total sits at the end of the bar. Hover a segment to see its name and amount.
| Bar | Segments |
|---|---|
| Accounts Receivable (what customers owe you) | Current (not yet due) and Overdue (past the due date) |
| Accounts Payable (what you owe suppliers) | Current and Overdue |
| Open SO (open sales orders) | Open SO and Partial Open SO (orders part delivered) |
| Open PO (open purchase orders) | Open PO and Partial Open PO (orders part received) |
| Inventory | Inventory (under 30 days), Inventory (over 30 days) and a purple Pending Inward segment |
A note under the snapshot says its amounts include tax, except Inventory. If every bar is zero, a faded preview shows with "Add data to update charts." That is not an error. It means there is nothing to show yet.
Sales Overview
Beside the snapshot, headed Sales Overview and marked Monthly. The top card is the latest month: the Actual sales, the Target, and a half-circle gauge in the middle showing ACHIEVEMENT as a percentage. The gauge is green at 100% or more, amber from 60% to 99% and red below 60%. With no target it reads "NO TARGET SET".
Below it are the three months before, each with its sales and an arrow with a percentage. The arrow compares a month with the month before it: green up, red down. It appears only when both months have sales and the amounts differ.
Sales are your invoices dated in each month, with voided invoices left out. The note under the snapshot says they include tax.
If your role cannot read sales reports, the card says "You do not have access to sales reports." If there are no invoices yet, it says "No sales data yet".
Profit & Loss Overview
A chart of the last 12 months, with the current month on the right. Each month has two bars side by side: Income in green and the expense bar in red. The expense bar is stacked: P&L Expense (red), Inventory Asset (orange) and Pending Inward (purple). A legend on the right names them on a wide screen.
Hover a month to see its Income, an Expense Breakdown and the Total Expense. A note under the chart says its amounts exclude tax. With no postings in any month it shows "Add data to update charts."
Cashflow
A line chart of your Ending Balance for the last 12 months. Hover a point to see that month's Opening, Incoming, Outgoing and Ending amounts. Points on this chart do not open a report.
Refresh
My Biz opens with the last saved snapshot, so it appears quickly. The time it was saved shows as Updated and a date, to the left of the refresh button at the top right of the snapshot. On a small screen the date is hidden.
- Click the refresh button. Its tooltip says Refresh.
- The arrow spins while Bizconnekt recalculates every part for your business unit. This can take a few moments.
- The new figures replace the old ones and the Updated time changes.
My Biz does not refresh by itself while it is open. Saving a document elsewhere brings the saved snapshot up to date in the background, so click refresh when you need the very latest.
Video coming soon: Refresh My BizChange the period or filters
My Biz has no period picker or filters. It always shows the last 12 months of profit and loss and cash flow, and the latest four months of sales. For any other period, click through to the report and set the dates there.
If your business unit combines several others, a box above My Biz reads "N Business Units Selected". Tick the units you want, then click Run Report. My Biz recalculates across them.
Open the report behind a figure
Click a segment of a snapshot bar, or a bar of the profit and loss chart. The report opens already filtered.
| You click | It opens |
|---|---|
| Accounts Receivable, Current or Overdue | The Accounts Receivable report, filtered to Current or Overdue |
| Accounts Payable, Current or Overdue | The Accounts Payable report, filtered the same way |
| Open SO or Partial Open SO | The Sales Order Summary report, filtered to open or part-fulfilled orders |
| Open PO or Partial Open PO | The Outstanding Purchase Orders report, filtered the same way |
| Inventory, under or over 30 days | The Inventory Valuation report, filtered to that age |
| Pending Inward on the Inventory bar | The Account Statement for the Pending Inward Asset account |
| An Income or expense bar in a month | The Account Statement for that month, for income accounts or for expense accounts |
You need View on the report's group to open it. See Dashboard permissions.
Set your monthly sales target
One target is kept for the business unit and applies to every month. Everyone sees it. Only an administrator of your organization can change it.
- On the Sales Overview, click the pencil beside Monthly, or click Set target on the latest month's card.
- In Monthly Sales Target, type the Target amount (base currency). Type 0 to clear it.
- Click Save target. You see "Monthly sales target saved" and My Biz refreshes.
Achievement is the month's actual sales divided by the target. Others see Not set in place of the link when there is no target.
Video coming soon: Set the monthly sales targetOn mobile
My Biz is the first tab of the Dashboard tab in the phone app. The header shows your business unit name and "Welcome back" with your first name. Same on iPhone and Android.
- Refresh. Pull down, or tap the refresh button in the header. A "Last updated" line shows the date and time of the saved snapshot.
- Snapshot. Each of the five items is its own card with a bar, and a Current and Overdue figure under it. For orders the labels are Open and Partial. For Inventory they are "under 30 days" and "over 30 days", with Pending Inward below. Tap a segment to open its report, except Pending Inward, which does not open anything. Tap the small arrow beside Overdue to see the age bands: 1-15, 16-30, 31-60 and 60+ days.
- Sales Overview. Actual and Target with a progress bar and "% of target", then the months. An administrator sees Set target or Edit target. The card is hidden when there are no sales to show.
- Profit & Loss Overview. Paired Income and Expense bars, with the latest month's Income, Expense and Net under the chart. It does not stack Inventory Asset or Pending Inward, has no tooltips and does not open reports.
- Cash Flow. The line, with the latest month's Cash In, Cash Out and Ending Balance under it. No tooltips.
- Business units. If your unit combines others, a switcher in the header chooses which count. Every unit starts selected, and at least one stays selected.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
A part of My Biz is missing
Your role does not have View on the report behind it. Profit & Loss and Cashflow need Business Reports. Ask your administrator to change your role.
The figures look old, or the newest month is missing
My Biz shows a saved snapshot. Look at the Updated time and click the refresh button.
It says "Add data to update charts."
There is nothing to chart yet. Save invoices, bills or payments, then refresh.
I cannot see the pencil to set the target
Only an administrator of your organization can set it. You still see the target.
A figure differs from a report I ran
The snapshot includes tax (stock excluded) and the profit and loss chart excludes it, and the snapshot is as of the Updated time. Refresh, then compare like with like.