Reports and the practice dashboard

Use the Finye practice dashboard to see workload, compliance and billing at a glance, then read across boards, WIP and compliance to run your firm.

Running an accounting practice well depends on knowing, at any moment, what is on your team's plate, what is due to the ATO and ASIC, and how much unbilled work is sitting in the firm. Finye pulls these signals together so you do not have to assemble them from spreadsheets. This guide shows how to read the practice dashboard and the reporting views across Finye, and how to turn what you see into action. It is written for principals and practice managers, but staff will find the same views useful for their own work.

Where the numbers come from

Finye does not have a separate data-entry step for reporting. Every figure on the dashboard is drawn from work you are already doing in the platform: work items on your boards, time logged against those items, the WIP ledger, invoices, and lodgment obligations tracked by the compliance engine. The practical consequence is simple. If you want accurate reports, keep the underlying records current. Staff should log time daily, move work items through their statuses, and finalise invoices promptly. Garbage in, garbage out applies here as much as anywhere.

Step 1: Open and read the practice dashboard

The dashboard is the landing view when you sign in. Take a minute each morning to read it top to bottom rather than diving straight into your inbox.

Sign in and let the dashboard load. It reflects live data for your firm, scoped to what your role can see.
Scan the workload area first. This shows open work items, what is assigned to whom, and what is overdue, so you can spot bottlenecks before they become client complaints.
Check the compliance summary. Upcoming and overdue lodgment obligations such as BAS, IAS, income tax returns and ASIC reviews surface here so nothing slips past a deadline.
Review the billing and WIP signals. Outstanding work in progress and unpaid invoices tell you where revenue is tied up.

Reading the AI dashboard summary

If your firm has AI credits enabled, Finye can generate a short written summary of the dashboard. It reads the same underlying data and highlights what needs attention, for example a client whose WIP is growing or an obligation falling due this week. Treat it as a prompt for where to look, not a replacement for reading the figures yourself. The summary is metered against your AI credit wallet, so it is generated on demand rather than on every page load.

Step 2: Drill into workload from the boards

The dashboard tells you that something needs attention. The boards tell you exactly what.

Open the work items area and switch between the kanban board and the list view.
Use the list view for reporting-style questions: filter by assignee to check individual workload, by status to see how much is stuck in review, or by due date to find work running late.
Use the board view to rebalance. If one team member is overloaded, reassign work items directly and the dashboard workload figures update accordingly.

A useful weekly habit is to review the list view filtered to overdue and high-priority items, clear or reassign them, then confirm the dashboard reflects the change.

Step 3: Monitor compliance and deadlines

Lodgment deadlines are the highest-stakes numbers in the practice, so Finye gives them a dedicated view as well as a dashboard summary.

Open the compliance area to see obligations across all clients, with due dates calculated against the Australian lodgment calendar.
Sort by due date to plan the next fortnight, or filter to a single client to review their position before a meeting.
Open an individual client to see their obligations in context alongside their work items and documents.

Read this view at least weekly. The dashboard will warn you when something is close or overdue, but the compliance area is where you do the actual planning and assign the work that clears each obligation.

Step 4: Track billing health through WIP and invoices

Profitability and cash flow are the other half of the picture. The dashboard flags problems; the WIP and invoicing views let you act.

Open the WIP ledger to see unbilled billable time by client, by work item or by staff member.
At month end, look for WIP that has been sitting too long. Unbilled work that is never reviewed tends to quietly become a write-off.
Move from review to action by billing straight from WIP into a draft invoice, then track unpaid invoices and let payment reminders chase overdue balances.

Step 5: Build a reporting rhythm

Reports are only useful if you read them on a schedule. A simple, sustainable cadence works better than occasional deep dives.

Daily: read the dashboard, clear overdue work items, confirm nothing urgent is unassigned.
Weekly: review the compliance view for the coming fortnight and rebalance workload across the team from the boards.
Monthly: work through the WIP ledger, run your billing, and check the proportion of time being written off.

Over a financial year this rhythm gives you an honest, continuous view of capacity, compliance and cash flow, rather than a stressful reconstruction at quarter end. Because every figure traces back to live records, you can always drill from a dashboard number into the exact work item, obligation or invoice behind it.

To get the most from these views, keep the underlying data clean. See our other how-to guides on time tracking and billing from WIP, and on tracking compliance and lodgment deadlines, to make sure the numbers feeding your dashboard are accurate.