Customizing the dashboard widgets

AgExpert accounting program has a new revamped landing page. Our redesigned dashboard provides a real‑time overview of your recent financial activities and key account information. It is designed to help you quickly access important actions and monitor your business performance at a glance.

The Pending Transactions widget shows the number of items that require your review. Selecting this widget takes you directly to the list of transactions awaiting approval or completion.

The Recent Transactions widget lists the latest activities recorded in your books. You can also add new transactions or do a transaction search right from this widget.

The quick‑access buttons located at the bottom of this widget let you perform some tasks:

• Add transaction – Open the transaction entry menu to record new data.
• Transaction search – Go directly to the advanced search page to locate past transactions.

The Profitability – YTD widget summarizes year‑to‑date sales, purchases, and net income. You can switch between Cash or Accrual reporting using the dropdown menu for more accurate insights based on your accounting method. 

The Bank Accounts widget displays the total amount across all connected accounts, along with the number of accounts available.
Each account is listed with its current balance, allowing you to quickly review cash on hand.
To view detailed activity, select Bank accounts at the bottom of the widget.

The Credit Cards panel shows the total amount owing and the number of active credit card accounts.
Each credit card is listed with its current outstanding balance.
For more information, click Bank accounts at the bottom of the widget.

The Accounts Receivable panel summarizes the total receivables outstanding and lists customers with their current balances.
To create a new receivable, click Add receivable.
For a full list of customer balances and transactions, select Receivables.

The Accounts Payable panel shows the total amount due and the number of suppliers with outstanding balances.

To enter a new payable, click Add payable, or select Payables to access the full supplier list.

You can Customize your widgets as you see fit. Click the Customize  tab on the top right corner.

• Choose widgets to display or remove some under the Add/Remove tab.
• Drag and reorder widgets to have the ones that matter the most at the top.
• Adjust the size of the widget to medium or large.

You can revert to the original setup by using the reset button.

Click Save once your selection is made.

Last updated on February 2, 2026 by FCC AgExpert