Understanding the Dashboard

The dashboard is your home base in Bamboo, providing quick access to all features and an overview of your accounting activity.

Dashboard Layout

Sidebar Navigation

The left sidebar contains:

Section	Contents
Dashboard	Overview and quick stats
Journal Entries	Create and manage journal entries
Reports	Trial Balance, Balance Sheet, Profit & Loss
Organization	General settings, Team Members, Chart of Accounts
Account	Profile settings

Main Content Area

The center of the screen displays the current page content:

• Lists and tables for data
• Forms for data entry
• Reports and visualizations

User Menu

Click your avatar in the sidebar to access:

• Profile settings
• Theme toggle (light/dark mode)
• Sign out

Dashboard Statistics

The dashboard shows four key metrics:

Stat	Description
Total Entries	Total number of journal entries
Today	Entries created today
This Month (Dr)	Total debits this month
This Month (Cr)	Total credits this month

Period Close Banner

When a fiscal period needs attention, you’ll see a banner at the top:

• Open period ending soon - Reminder to prepare for close
• Period needs closing - Fiscal year has ended, action required
• Review & Close button - Quick access to period close page

Quick Actions

• New Entry button - Create a new journal entry
• Report cards - Quick links to Trial Balance, Balance Sheet, and P&L
• Recent entries table - View and expand recent journal entries

Recent Entries

The dashboard shows your recent journal entries with:

• Entry number and date
• Description
• Total amount (debit/credit)
• Status (Posted, Reversed)
• Expand to see line items

Next Steps

Now that you understand the dashboard, explore:

• Chart of Accounts Overview
• Creating Journal Entries
• Financial Reports