new
All Users
Create Multiple Dashboards on Home
What’s new?
Users can now create up to 5 customized dashboard views on the Home page. Just click the ➕ button, give your dashboard a title, and start dragging in the components you need.

Why it matters:
Every role has different priorities. With multiple dashboards, you can:
- Keep a dedicated view for high-level KPIs, reconciliations, or client-specific workflows.
- Switch quickly between dashboards without losing context.
- Customize your Home to fit the way you work, whether that’s day-to-day operations or month-end close.