Skip to main content

​
One dashboard, three views

At the top of your dashboard, a button shows the view you’re on. Click it to pick one of three:
  • Billed (Accrual): based on invoice date
  • Collected (Cash): based on payment date
  • Outstanding: invoiced and unpaid
Switching changes every dashboard card at once, so the whole page tells one consistent story. On a phone, the list opens from the bottom of the screen.
This only changes how you see the dashboard. Your documents, your data and your business’s accounting method aren’t affected.

​
Which view your dashboard opens on

Your dashboard opens on your business’s Accounting method, set in Settings > General: A business that hasn’t picked a method opens on Collected (Cash). If you’ve pinned a view, yours opens on that instead. If you only see the documents you captured yourself, a Cash business opens on Billed (Accrual) for you. Collected is worked out from the whole business’s payments, which you don’t see.

​
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.

​
What each view means

​
Billed (Accrual)

What you earned or owed, by the date documents were issued, whether or not they’ve been paid. Invoices and bills count once they’re approved, as in Xero: a draft, or one awaiting approval, doesn’t count until then. Revenue and spending are both before GST, here and in Collected, as they are in Xero’s Profit and Loss. If your business isn’t registered for GST, you see the full amounts. 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. eggheadz counts them under Receipts not in any month yet.

​
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, split between the document and its GST in proportion. As in Billed, the card counts that portion before GST, and the Total column in the list behind a month shows what landed in the bank. This is the number owners tend to feel day to day.
Receipts with no transaction date are left out of month totals here too, the same as in Billed, until they’re dated — see Receipts without a date.

​
Outstanding

What’s still owed right now. An invoice or bill counts here once it’s approved, as in Xero, and only while money is still due. 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.

​
What spending leaves out

Monthly Spend and the Expense Breakdown leave out money paid to drawings, loans and assets, in Billed and Collected alike, and so do the lists behind them. That’s anything coded to an asset, liability or equity account in Xero, such as owner’s drawings, a loan repayment or a vehicle you bought. None of it is an expense, and Xero’s Profit and Loss leaves it out too. Revenue leaves out money received on those accounts, such as a loan you took out, because it isn’t income either. Outstanding counts every document. An unpaid bill for a new laptop shows in Outstanding, because you still owe it. One thing to watch for:
  • Assets bought on a bill synced from Xero are still counted. eggz gets that bill’s totals without the account on each line, so it can’t tell the asset apart. Drawings and loan repayments made as Spend Money in Xero carry their accounts, so those are left out.

​
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.

​
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.

​
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. Open the view list and click the pin beside any view. Your dashboard opens on it from then on, whatever the business’s accounting method, and pinning doesn’t switch the view you’re on now. Click the same pin again to follow the business’s method instead. A pin changes only what you see; the setting in Settings > General stays as it is.
    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.

​
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, a refund from a supplier comes off Monthly Spend and the Expense Breakdown alike, so the two cards show the same total. A refund has no category, so it comes off Uncategorised, and Show All Details lists it as a negative row. If the refunds are bigger than that month’s Uncategorised spending, the slice goes below zero.
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.