What is on Overview? Where did the charts and bonus go?

Steps

1. An empty company shows Add customer. Add a customer, then create an estimate or job. This is a starting step, not a demo.
2. After you save work, Overview shows outstanding invoices, forecast job profit and net cash activity. Read the labels: cash activity is not your bank balance; job profit is before separately recorded company overhead.
3. Current jobs lists up to six Active or On hold jobs. Use All jobs to search or see Completed and Archived records. Next steps appears only when saved records need a payment follow-up, time review, bill review or estimate follow-up.
4. Choose Profit review in the left menu for the included business checks. It remains available after the first-use Bonus Feature badge disappears.
5. In Reports & exports, expand Cash & cost charts for the reporting year. Empty periods show a plain explanation rather than empty graphs.
6. Open Getting started to take the optional tour or open the sample company. While practicing, choose Exit demo at the top to return to your own company.

Check that it worked

Your home screen has no demo promotion or bonus banner. Reports and Getting started still provide those tools.

Still stuck?

If a navigation action is missing, search button missing and check the role of this computer in Office & devices.

Related

• Open Profit review from Reports
• Sample numbers or unfamiliar customers appear
• Where is each section and what do I use it for?
• Where do I enter or see monthly totals?