1. What is the lexoffice Dashboard? The dashboard is the "Home" screen you see immediately after logging into lexoffice. It is designed to give business owners and accountants a quick, real-time overview of the company's financial health without needing to run specific reports. 2. Key Features & Widgets The dashboard is organized into several distinct sections (widgets):
Business Overview (Finanz-Status):
Displays the current bank balance . Shows Open Invoices (receivables) – money customers owe you. Shows Open Bills (payables) – money you owe vendors. Goal: Instant cash flow visibility.
Tax Overview (Steuer-Status):
Shows upcoming VAT (Umsatzsteuer) deadlines. Displays dates for Advance VAT returns (Umsatzsteuervoranmeldung). Highlights total tax liabilities due for the current period.
Activities & Tasks (Aktivitäten):
A timeline of recent events (e.g., "Invoice X created," "Payment received"). Automated suggestions (e.g., "Assign this bank transaction"). lexoffice dashboard
KPI Charts (Kennzahlen):
Visual graphs showing Revenue vs. Expenses over the last few months. Development of profit margins.
3. Customizing the Dashboard You can often rearrange the dashboard to suit your needs: It is designed to give business owners and
Look for the "Anpassen" (Customize) button (usually in the top right corner of the dashboard area). You can drag and drop widgets to change their order. You can hide widgets that are not relevant to your workflow.
4. How to Navigate (Common Actions) From the dashboard sidebar (the black menu on the left), you can quickly jump to: