{% extends 'base.html' %} {% block title %}Accountant Dashboard{% endblock %} {% block content %}

Accountant Dashboard

Financial focus: purchases, balances, profitability, and cash flow.

Reset
Total Purchases
{{ business.currency }} {{ total_purchases|floatformat:0 }}
Supplier Balances
{{ business.currency }} {{ outstanding_payables|floatformat:0 }}
Customer Balances
{{ business.currency }} {{ outstanding_receivables|floatformat:0 }}
Monthly Profit
{{ business.currency }} {{ monthly_profit|floatformat:0 }}
Outstanding Payments
{{ notifications.pending_supplier_payment_count }}

Revenue vs Expenses (Chart)

Cash Flow Trend (Chart)

Payables vs Receivables

Revenue vs Expenses

{% for row in monthly_revenue_expense %}{% empty %}{% endfor %}
MonthRevenueExpenses
{{ row.month }}{{ business.currency }} {{ row.revenue|floatformat:0 }}{{ business.currency }} {{ row.expense|floatformat:0 }}
No data

Cash Flow Trend

{% for row in cash_flow_trend %}{% empty %}{% endfor %}
MonthCash InCash Out
{{ row.month }}{{ business.currency }} {{ row.cash_in|floatformat:0 }}{{ business.currency }} {{ row.cash_out|floatformat:0 }}
No data

Top Supplier Payables

{% for row in supplier_balances %}{% empty %}{% endfor %}
SupplierBalance
{{ row.supplier }}{{ business.currency }} {{ row.balance|floatformat:0 }}
No outstanding supplier balances

Top Customer Receivables

{% for row in customer_balances %}{% empty %}{% endfor %}
CustomerBalance
{{ row.customer.name }}{{ business.currency }} {{ row.balance|floatformat:0 }}
No outstanding customer balances

Recent Financial Activity

    {% for tx in recent_financial_activity %}
  • {{ tx.date }} — {{ tx.account.name }} | {{ tx.get_direction_display }} {{ business.currency }} {{ tx.amount|floatformat:0 }} ({{ tx.tx_type }})
  • {% empty %}
  • No recent financial activity.
  • {% endfor %}
{% endblock %} {% block extra_js %} {% endblock %}