How current are the figures on my dashboard?

Created by Andrew Marcus, Modified on Mon, 3 Aug at 3:10 PM by Andrew Marcus

Figures update when documents are posted. Raise an invoice, approve it, and the dashboard reflects it on your next refresh.

Some heavier totals are calculated on a schedule rather than on every page load, so a very recent document can take a few minutes to appear in aggregate cards while showing immediately in lists.

If a number looks stale for longer than that, refresh the page rather than navigating back to it, which may serve a cached view.

Drafts never appear. If an invoice is missing from your totals, check its status first.

Try it in the live demo: Open the dashboard

Still stuck? Start a chat.

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