Owner Finance Desk

Outstanding $0.00

Paid this period $0.00

GST collected $0.00

GST credits $0.00

Wise Business $0.00 No Wise balances synced

Invoices owed to you

Not yet due 1–30 days overdue 31–60 days overdue 61+ days overdue

Recent invoices

Invoice	Client	Status	Total

BAS summary

G1 Sales: $0.00
1A GST on sales: $0.00
1B GST on purchases: $0.00
Net GST payable: $0.00

Open tasks

	Task	Client	Due	Priority

Add task

To-do list

Done	Task	Client	Due	Priority

Invoices

No.	Client	Issued	Due	Status	Total

Add credit note

Credit notes

Date	Client	Invoice	Description	Status	GST	Total

Recurring invoices

Client	Description	Source	Amount	Frequency	Next invoice	Status

Create quote

Quotes

Client	Description	Issued	Expires	Status	Total

New invoice

Client Issue date Due date Currency Test invoice Reference Income account

Notes Attachment URL Upload document Repeat this invoice Total A$0.00

Clients

Client	Email	Invoices	Outstanding	Last invoice

Add client

Record payment

Payments

Date	Source	Invoice	Match	Amount

Add expense

Expenses

Date	Supplier	Category	Capital	GST	Total	Documents

Add supplier bill

Paid bills feed the cash-basis BAS

Bills

Supplier	Reference	Bill date	Due	Status	GST	Total

Add fixed asset

Fixed asset register

Name	Purchase date	Cost	Method	Life (yrs)	Annual dep.	Accumulated dep.	Written-down value

Current period

Activity statement

Not started

Period	Status	Started	Lodged	Net GST

Cash basis · Quarterly

BAS readiness

Review required

GST report

Sales including GST$0.00

GST on sales$0.00

Purchases including GST$0.00

GST credits$0.00

Net GST payable$0.00

BAS fields

Field	Description	Amount

Unreconciled0

Reconciled0

Excluded0

Bank transactions

Date	Description	Provider	Amount

Page 1 of 1

Reconciliation rules

Reusable coding suggestions for repeat merchants

Match	Provider	Direction	Classification	Account	GST	Priority	Status

Profit & Loss

Financial year From To

API sync

Xero history backfill Pull contacts, invoices, payments, expenses, accounts, and bank transactions from Xero into Firestore.

Stripe payments Pull balance transactions, charges, refunds, and fees from Stripe once server-side API keys are configured.

PayPal transactions Pull PayPal transaction search results, refunds, reversals, and fees once API credentials are configured server-side.

CommBank feed Pull CommBank transactions via Basiq and add outgoing transactions as expenses.

Wise Business Pull Wise balance statements and add incoming credits as payments and outgoing debits as expenses.

Sync notes

Bank feed

Provider	Account	Currency	Balance	Updated

Recent bank transactions

Date	Provider	Description	Type	Currency	Amount

Business and invoice details

Firebase backend

Hosting + Firestore + Functions Google sign-in saves this dashboard to Firestore under your business workspace.

Invoice delivery

Google Workspace

Not connected

Invoice and reminder emails will queue safely until server-side Gmail consent is connected.

Card payments

Stripe

API planned

Card payments are not connected.

Wallet payments

PayPal

API planned

Accounting history

Xero

Not connected

Sign in with Google, then connect Xero to import your historical accounting data.

Bank transactions

CommBank (via Basiq)

Not connected

Sign in with Google, then connect CommBank via Basiq to pull transactions.

Business account

Wise Business

Ready to sync

Wise read-only token is stored as a Firebase secret. Use Sync Wise data to pull transactions.

Connection status

Chart of accounts

Code	Name	Type	Tax type

Tax rates

Name	Tax type	Rate