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.
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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.