This view provides an out of the box ready dashboard with an overview of the health, activity, and accounting status of the business. We recommend this layout as the entrypoint to the accounting experience for users who do not have bookkeeping services. Those with bookkeeping services should see the Bookkeeping Overview page. The overview page consists of the interactive P&L chart, the monthly revenue & expense breakdownss, and summary cards with a CTA for uncategorized transactions. Accounting Overview 
import { AccountingOverview } from './pages/accounting/overview'

<AccountingOverviewView
    onTransactionsToReviewClick={() => {
        navigate('../bank-transactions')
    }}
/>

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Properties

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title
string
Page title to place in the header.
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enableOnboarding
boolean
Flag indicating whether to include the <Onboarding /> component in the layout, which will prompt users to connect accounts and categorize transactions when they first arrive. The component is automatically hidden for businesses that have already onboarded, so it’s safe to leave on for all users.
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showTransactionsToReview
boolean
Flag indicating whether to show the <TransactionsToReviewCard> component. Defaults to true.
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onTransactionsToReviewClick
boolean
A function which navigates to the bank transactions to review page of your app. This will be triggered when clicking on the <TransactionsToReviewCard> CTA.
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chartColorsList
string[]
List of colors to use for the P&L detail wheels. Specified in hex strings, i.e. ['#FF0000', '#00FF00', '#0000FF'].
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slotProps
object
Control the behavior and appearance of slots within the layout.