Dashboard
The key figures, deadlines and open items of your business at a glance.
The Dashboard is Kontelio's home page. It sums up where your business stands right now: the expected VAT, open invoices, revenue and expenses for the year, the next tax deadlines and anything that needs your attention.
Read the key figures
Four tiles appear at the top:
| Tile | Meaning |
|---|---|
| VAT payable | The estimated VAT you will have to pay for the current advance-return period, with its due date. Clicking the date opens the advance return. |
| Open invoices | Number and total of issued invoices that are not yet fully paid; in red, how much of that is overdue. |
| Revenue this year | Revenue since 1 January. |
| Expenses this year | Expenses since 1 January. |
If a value cannot be calculated at the moment, the tile shows Not available.
Above the tiles you see the date the figures refer to. Kontelio loads them when you open the page and when you switch the business owner. Click Refresh to reload them, for example after issuing an invoice in another tab.
The cards
Cards follow below. Each one only appears if there is data for it and you have the necessary permission.
| Card | What it shows |
|---|---|
| Cash flow (12 months) | Money in and money out per month as bars, and the running balance as a line. |
| VAT by activity | The VAT of each business activity and, below it, the Consolidated (UStVA) amount. |
| Next deadlines | The next five tax deadlines with their status. A click opens the return; Show all opens the Deadlines and obligations page. |
| Result per activity (EÜR) | Revenue, expenses and profit of each business activity in the current year. |
| Overdue invoices | Up to five overdue invoices with due date and open amount; Show all opens all of them. |
| Alerts | Issues Kontelio has found in your data. |
| Receipts and documents | How many receipts are waiting to be recorded; Details opens the inbox. |
| Small-business scheme | Only for small businesses: your revenue in the current and previous year compared with the limits. The bar turns yellow and red as you approach or exceed the limit. |
| E-Rechnung | Whether and from when you must issue e-invoices, with a link to E-Rechnung settings. |
| Immutability of the journal (GoBD) | The result of the regular automatic check that no posting has been altered afterwards. Check now runs the check straight away. |
Good to know
- The dashboard always shows the whole business, even if you have selected a single activity in the header. The cards show the breakdown by activity.
- As long as your business profile has not been set up, the Simplify Kontelio for your business (2 min) card invites you to do so. Customise lets you answer the questions, Not now hides the card.
- If part of the data could not be loaded, a yellow notice says so; the other figures are still correct.
Simplified mode
In the Simple mode, the dashboard answers the question “What do I need to do today?”:
- At the very top, Kontelio greets you and offers quick actions, for example New invoice.
- To do now lists, by urgency, deadlines, overdue invoices, receipts to record, bank transactions to reconcile and forgotten drafts – each with a button that takes you straight to the task.
- The Money owed to me, Set aside for taxes and Result of the year cards show the most important amounts. For small businesses, the revenue limit appears instead of the tax reserve.
- If deadline reminders are switched off, Never miss a tax deadline suggests turning them on with Turn on reminders.