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The business dashboard

Your daily starting point — recent activity, quick capture, the setup checklist and the KPIs you actually look at.

Screenshot of The business dashboard
The business dashboard in LedgeIt

The dashboard at /app is what opens after you sign in as a business user. It surfaces what changed since your last visit, the quickest actions and the setup checklist until every step is complete.

What's on it

  • Setup checklist — capture your first receipt, log a mileage journey, run your first export, invite your accountant. Steps disappear once completed.
  • Quick actions — Capture, New expense, New journey, Reports.
  • This month at a glance — expense total, VAT reclaim, mileage claim and receipt count for the current calendar month.
  • Recent activity — the last five receipts, expenses and journeys with quick edit / delete.

The dashboard never blocks you — every card is a shortcut, never a required step.