Is there a way to configure what the Dashboard shows?
We have members who pay a monthly subscription so we don’t issue invoices, I would like to replace the Invoice panel with The totals for membership receipts.
Hi,
Do you mean under Invoicing (top, left)? If so, click on account settings>>Advanced settings. Scroll down a bit until
There you add and/or delete the chart of account codes applicable for your situation/needs.
Hope this helps
Under the Advanced setting, I do not have a “Dashboard ledger balances” option
I now realise it is only with Power Users
I am currently using the Trial to see if it will fit our business model.
Thanks for you reply