Read a company's Dashboard

A company's Dashboard is the page that opens when you choose the company. It brings together its documents, tax filings, closing and exposure, and lists what needs doing. Everyone who can open the company sees it. What each person can do from it follows their own access.

The Dashboard only reads. Every row and button opens the page where the work is done, such as a Documents list, a return, a review or the Exposure report, and that page decides whether you may act.

The company's name is the page's title. Hover over it, or tab to it, to see its Juan connection: Connected to Juan or Juan sync failed, the last four characters of its key, and when it last synced. To archive, restore or delete the company, open Company settings → General.

The two tabs

Every due date on the page is counted from today in Manila.

• Control panel opens first. It shows each area at a glance.
• Task list shows what falls due soon and what needs a person. The number beside the tab is how many rows it holds.

Control panel

When something is overdue or failing, a red strip at the top names it. Choose See them to open those rows on the Task list.

Four cards follow:

• Documents, titled with the current month: how many documents arrived this month on each side, and where they are now: In Juan, Waiting in Juan, In progress, Needs a person or Failed. Below that are the last six months of arrivals. The bars are a picture of the month, not links. Add documents on the card asks whether you are adding Purchase documents or Sales documents, then uploads to that side. It is not shown on an archived company.
• Tax filings: the next return the company owes, tiles for Overdue, Missing in Juan, Due within 7 days and Payment not confirmed, and the year's months coloured by the worst return due in each.
• Closing: the latest ended period with its status and newest review, the periods before it, open queries and the lock date. A company that is not monitored says Closing is not monitored for this company.
• Exposure: the certain EWT exposure of the run the Exposure page opens on, by quarter, and the latest audit-risk assessment.

For a firm that has Mateo switched on, the Audit card also lists each open BIR audit case with its stage and its next deadline, in red when a deadline has passed with nothing recorded or a finding needs action now. It counts the BIR letters still to confirm and links to them. Mateo audit cases are not yet released to firms generally; see Follow a BIR audit case.

Each card ends with a count of its to-dos, such as 3 to do. Choose it to open the Task list filtered to that area. Nothing to do means the area was read and has no rows.

Task list

Coming up shows the next 45 days: each return the company owes and has not filed, and, for a monitored company, each period that ends. Overdue returns are not here; they are rows below.

Needs attention lists every row in three groups: Overdue or failing, Due soon or waiting on you, and To check. Use the chips above the list to show one area, or All. Each row ends with a button:

• the act you can take, such as Start review when you may review that period, or Review files;
• Open when someone else must act, or the company is archived.

For a firm with Mateo on, the list also has a row for each case's next deadline, an urgent row for a deadline that passed or a finding that needs action now, and a row for each BIR letter to Confirm.

Admins also see Recent activity, with All activity linking to the company's activity log.

When an area cannot be read

Each area is read separately. If one fails, its card says it could not be read just now, and Needs attention names it above the rows. In that case the page never says Nothing to do or Nothing needs a person right now. Reload the page later. If the problem persists, check the company's Juan connection in Company settings → General. A The Juan connection failed row has a Re-sync button that opens that page.

What you may not see

• Members do not see Recent activity, the "no tax forms are set up" row, or "ready for sign-off" rows.
• A row counts exactly what the page it opens lists, so the numbers on the Dashboard match the list you land on.
• The file list is no longer on the Dashboard. Open Documents, then Purchases or Sales, for the files themselves. Old links to the Dashboard's file list open the matching list.