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One dashboard, three views

At the top of your dashboard is a toggle with three options:
  • Billed (Accrual)
  • Collected (Cash)
  • Outstanding
Switching it changes every dashboard card at once, so the whole page tells one consistent story.
Not sure what a view means? A small explainer icon sits next to the toggle — on phones, it sits to the toggle’s left and opens on tap.
This only changes how you see the dashboard. Your documents and data aren’t affected.

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A quick example

If you send an invoice in January and it’s paid in February: Billed shows it in January, Collected shows it in February, Outstanding shows it until it’s paid.
That single invoice is the same in all three views — you’re just looking at it through a different lens.

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What each view means

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Billed (Accrual)

What you earned or owed, by the date documents were issued — whether or not they’ve been paid. Amounts include tax. This is the view for “how much business did I do this month?”
Receipts with no transaction date are left out of month totals here until they’re dated — see Receipts without a date. When there are any, a banner reads Undated — needs review: N receipts · $X.

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Collected (Cash)

Money that actually moved. A payment shows up in the month it arrived, not the month the invoice was raised. Partial payments count only the portion that was paid — the amount is split proportionally, including tax — so a part-payment shows exactly what landed in the bank. This is the number owners tend to feel day to day.

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Outstanding

What’s still owed right now. Instead of months, Outstanding groups everything by how overdue it is: Receipts with no transaction date are still counted here. When you have any, the aging chart shows them as their own neutral Undated column (click it to see the documents behind it), and the Outstanding list tags each one Undated instead of a days-overdue band — eggz doesn’t guess how overdue an undated receipt is. See Receipts without a date. Outstanding always shows the remaining amount, not the original total. If a 1,000invoicehashad1,000 invoice has had 300 paid, Outstanding shows the $700 that’s still owed.

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Seeing what’s behind a number

Click a slice on the Expense Breakdown card and eggz shows you the records behind that number, in whichever view you’re currently in:
  • Line items, where a receipt or bill has them.
  • Whole documents with no line detail — marked No line detail — for records that don’t break down further. This is common for bills synced from Xero.
The rows always add up to the number on the card, and the drill-down follows the active view’s own rules:
  • In Outstanding, it lists everything currently open — it isn’t limited to a single month.
  • In Collected, amounts reflect what was actually paid — a partial payment shows only its scaled portion, not the full document total.

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On mobile

Tap a chart to see its details in a tooltip — tap Show More inside the tooltip to open the full report. Tapping the chart itself doesn’t navigate anywhere, and only one tooltip shows at a time.

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Two things worth knowing

  • Your choice sticks for the session. Switch the toggle and it stays where you put it while you move around the app in that browser tab, even across page reloads. Closing the tab ends the session, and your next visit opens on your default view again. To change what that default is, use the pin below.
  • The Quote Pipeline card ignores the toggle. Quotes aren’t revenue yet, so they sit outside Billed, Collected, and Outstanding and always show your open pipeline.
  • Pin a view as your personal default. Click the pin next to the toggle to save whichever view you’re on as your default — your dashboard will open on it from now on. Click the pin again to go back to following your organisation’s default (set in Settings) instead. This only changes what you see; the organisation’s setting is unchanged.
    A CFO might pin Outstanding so what’s owed is always front and centre, while a sales manager pins Billed to track deals as they’re issued — same dashboard, same data, different starting point for each person.

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Common questions

They almost never match exactly, and that’s expected — it’s a question of timing. Billed counts a document in the month it was issued; Collected counts the money in the month it actually arrived. Using the example above: an invoice sent in January but paid in February shows under Billed in January and under Collected in February. Across a full year the totals converge, but in any single month they’ll differ by whatever is still waiting to be paid.
In Collected (Cash) view, if a supplier has refunded you, the refund is subtracted from your Monthly Spend card — but refunds aren’t shown as a slice in the Expense Breakdown (they have no category). So when refunds are present, the breakdown can total slightly more than the Monthly Spend figure. This is expected, not an error.
Some documents don’t have a due date, so eggz can’t work out how overdue they are. Rather than guess, it shows them as Current and tells you how many there are (“N with no due date”) so nothing is hidden or mis-aged.
They’re about different missing dates. “N with no due date” counts invoices or bills with no due date — eggz shows them as Current rather than guess how overdue they are. Undated is specific to receipts with no transaction date — eggz can’t tell how overdue they are at all, so they get their own tag instead of a days-overdue band. Both are “eggz won’t guess” behaviours, just for different missing fields — see Receipts without a date.