Dashboard

Dashboard in the menu. The Dashboard is the first page you see. It shows, in one place, how many invoices are paid, how many payments are matched, and what is still open.

Everything on the page follows the period you choose at the top right. Select any number to see what is behind it.

What you see

From top to bottom:

Block	What it shows
Match inbox	The transactions and invoices still waiting for a match.
Invoice matching	How many invoices of the period are paid, and how much is still open.
Transaction matching	How many payments of the period are matched to an invoice.
Overdue invoices	The invoices past their due date that are not fully paid.
Invoices issued, Credit notes issued, Transactions considered	What came in during the period, in count and amount.
Revenue overview	A chart of what you invoiced and what was settled, over the period.
Recent activity	The last matches, invoices and transactions.

Each block is explained in Dashboard metrics. Next to most titles, gives the same explanation in the app.

Last updated shows when the numbers were computed. Select to compute them again.

Choose the period

The picklist at the top right decides which invoices and transactions are counted. By default it is All time.

Period	What it counts
All time	Everything, from your oldest invoice or transaction.
This month	From the 1st of this month to today.
Last 3 months	This month and the two months before it, from the 1st. In mid-October: 1 August to today.
This year	From 1 January to today.
This fiscal year	From the start of your fiscal year to today.
Previous fiscal year	The whole fiscal year before this one.
This & previous fiscal year	Both together.
Personalized	The dates you pick. At most 12 months.

Your fiscal year starts in the month set in Accounting. It is January unless you changed it.

Invoices count by their issue date. Transactions count by their date. For example, choose This month: an invoice issued last month is not counted, even if it was paid today.

What the period does not change

Three blocks always show the situation today, whatever the period:

• Match inbox: everything still to match.
• Overdue invoices: every invoice overdue today.
• Recent activity: the last events.

An invoice issued two years ago and still unpaid stays in Overdue invoices, even with This month selected.

See the detail behind a number

Select a number, and Invunion opens the list behind it, with the filters already set.

For example, select 10 Unmatched under Invoice matching. Invunion opens Invoices issued with Type set to Invoice, Status set to Unmatched, and the dates of the period:

With All time, the dates go from your oldest invoice to today: here 11/06/2026 to 15/10/2026.

Select 4 Partially matched, and the same list shows the invoices that are Partially paid:

What each number opens:

Select	Opens
Fully matched, Partially matched, Unmatched under Invoice matching	Invoices issued, on the invoices with that status, in the period.
Fully matched, Partially matched, Unmatched under Transaction matching	Transactions, on the transactions with that status, in the period.
Clear unmatched in Match inbox	The Match inbox, to match what is left.
A line or View the full report in Overdue invoices	Invoices issued, on the Overdue invoices.
Invoices issued, Credit notes issued	Invoices issued, on the invoices or the credit notes of the period.
Transactions considered	Transactions, on the lines in the reconciliation scope, in the period.
A line in Recent activity	The list it belongs to.

Download the detail

Select Export at the top of the list. Invunion downloads the lines you see as a CSV file, with the filters and the columns you chose.

To add a column before you export, such as Due date, use Columns.

You can change any filter after you arrive. The Dashboard is not affected.

Updated 15 October 2026 · View as Markdown