Bookkeeping Overview

This view provides an out of the box ready dashboard for businesses enrolled in bookkeeping services. In addition to the components of the Accounting Overview, it includes the <Tasks /> component showing all current tasks for a business. The overview page consists of the interactive P&L chart, the monthly revenue & expense breakdowns, summary cards, and a sidebar with tasks and call booking.

import { BookkeepingOverview } from '@layerfi/components'

<BookkeepingOverview
    stringOverrides={{
      title: 'MyCompany Bookkeeping',
      tasks: { header: 'Action Items' },
    }}
    onClickReconnectAccounts={() => navigate('/accounts')}
/>

Properties

boolean

default:"true"

Controls whether the page title/header is displayed.

() => void

Callback passed to the <Tasks> component, triggered when the user clicks the reconnect-accounts action.

BookkeepingOverviewSlotProps

Configuration passed through to components within the page layout.

Show BookkeepingOverviewSlotProps properties

object

Show profitAndLoss properties

ProfitAndLossSummariesSlotProps

Configuration for the P&L summary cards.

Show ProfitAndLossSummariesSlotProps properties

ProfitAndLossSummariesReportingVariant

Controls which reporting mode the summary cards display. Defaults to profit and loss.

Show ProfitAndLossSummariesReportingVariant properties

'profitAndLoss' | 'cashflow'

default:"profitAndLoss"

With 'profitAndLoss' (the default), the cards show revenue, expenses, and net profit. With 'cashflow', the cards show money in, money out, and net cash flow.

boolean

default:"true"

Only applies when type is 'cashflow'. Controls whether the money in and money out cards include a categorized vs. uncategorized breakdown footer.

BookkeepingOverviewStringOverrides

Customize text and labels throughout the page.

Show BookkeepingOverviewStringOverrides properties

string

Override the page title. Defaults to 'Bookkeeping overview'.

TasksStringOverrides

Show TasksStringOverrides properties

string

Override the header text for the tasks widget.

BookkeepingOverviewProfitAndLossStringOverrides

Show BookkeepingOverviewProfitAndLossStringOverrides properties

string

Header text for the P&L section. Defaults to 'Profit & Loss'.

ProfitAndLossDetailedChartsStringOverrides

Show ProfitAndLossDetailedChartsStringOverrides properties

DetailedChartStringOverrides

Show DetailedChartStringOverrides properties

string

Header for the expenses chart.

string

Header for the revenue chart.

ProfitAndLossSummariesStringOverrides

Show ProfitAndLossSummariesStringOverrides properties

string

Label for the revenue summary card.

string

Label for the expenses summary card.

string

Label for the net profit summary card.

string

Label for the money in summary card when using the cashflow reporting variant. Defaults to 'Money in'.

string

Label for the money out summary card when using the cashflow reporting variant. Defaults to 'Money out'.

string

Label for the net cash flow summary card when using the cashflow reporting variant. Defaults to 'Net cash flow'.

Overview

Components

Layouts

Bookkeeping Overview

Properties

​Properties

Properties