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Accounting & GST · 4 steps

Read the accounting dashboard

See your financial position at a glance — assets, liabilities, profit, dues and GST payable — and jump to the detailed reports.

Before you start: The dashboard fills itself from your invoices, bills, receipts and payments. There's nothing to set up first.

1Open the Accounting dashboard

In the left menu open Accounting → Overview. The four cards at the top show Total assets, Total liabilities, Owner's equity and Net profit (yr) for the current financial year.

Scalar360 screen: Open the Accounting dashboard
Numbered outlines show what to click, in order.

2Check dues, cash and GST payable

Below the cards, the pills show Receivables, Payables, Liquid funds (cash plus bank) and Output GST payable. Click Receivables, Payables or Output GST payable to open the matching report.

Scalar360 screen: Check dues, cash and GST payable
Numbered outlines show what to click, in order.

3See how the balance sheet adds up

Balance sheet — the equation splits your assets (bank, receivables, inventory, input tax credit …) and your liabilities plus equity into coloured bars. Both totals are always equal: Assets = Liabilities + Equity.

Scalar360 screen: See how the balance sheet adds up
Numbered outlines show what to click, in order.

4Jump to an account or a report

The Chart of accounts card lists your main balances — click any of them to open its ledger. The tiles at the bottom take you to Ledgers, Receivables & Payables, Day Book, GST Reports, Bank Reconciliation, the P&L and the Balance Sheet.

Scalar360 screen: Jump to an account or a report
Numbered outlines show what to click, in order.
Enter opening balances when you start using Scalar360Record what each account held on the day you moved from your old books, and check that the difference reaches zero before you save.Open a ledger statementSee every entry in an account — sales, bank, GST, debtors or creditors — with a running balance.View profit & loss, balance sheet and trial balanceRun your P&L for any period and your balance sheet or trial balance as of any date, straight from the general ledger.

Still stuck? Contact our support team — or start a free trial to try this in your own company.