Finance Overview (Dashboard)
The Finance page gives you an overview of revenue, expenses, and profit.
Contents
Finance Overview (Dashboard)
The Finance page is your central hub for all financial data in dVersum. Here you can see at a glance how revenue, expenses, and profit are developing, and quickly navigate to all finance sub-modules.
Accessing the Finance Page
In dVersum: Click on Finance in the sidebar. The page is available at /finanzen and is accessible to administrators.
Summary Cards
At the top of the page you will find four key metric cards showing the most important financial metrics at a glance:
| Card | Description |
|---|---|
| Total Revenue | Sum of all paid invoices in the selected year |
| Expenses | Sum of all booked received invoices in the selected year |
| Profit | Revenue minus expenses (green for profit, red for loss) |
| Outstanding | Sum of all open invoices (status: sent, partially paid, overdue) |
Note: All amounts are displayed in EUR and formatted in German format (e.g., 1,234.56 EUR). Internally, amounts are stored in cents to avoid rounding errors.
Revenue vs. Expenses (Bar Chart)
Below the key metric cards, a monthly bar chart shows the development of revenue and expenses over the entire year. Each month is displayed with two bars:
- Green bar: Revenue (paid outgoing invoices)
- Red bar: Expenses (booked received invoices)
Year Selection
Above the chart, you can switch the year to compare historical data. The current year is pre-selected.
Quick Navigation to Sub-Modules
Below the chart you will find navigation cards to the finance sub-modules:
| Module | Description | Path |
|---|---|---|
| Received Invoices | Manage received supplier invoices | /finanzen/eingang |
| Suppliers | Maintain supplier master data | /finanzen/lieferanten |
| VAT Pre-Return | VAT summary for ELSTER (USt-Voranmeldung) | /finanzen/ust-voranmeldung |
| E-Invoice Cockpit | Check e-invoice compliance | /finanzen/e-rechnung |
| B2G & Peppol | Invoices to public authorities | /finanzen/b2g |
Each card shows an icon and a brief description. Click on a card to navigate to the respective module.
Recent Invoices and Quotes
At the bottom of the page, two tables are displayed side by side:
Recent Invoices
The five most recent invoices with:
- Invoice number (e.g., INV-2026-0042)
- Status badge (Draft, Sent, Paid, Overdue, Partially Paid, Cancelled)
- Invoice title
- Amount and creation date
Clicking on an invoice opens the invoice detail page. The View All link takes you to the complete invoice list.
Recent Quotes
The five most recent quotes with:
- Quote number
- Status badge (Draft, Sent, Accepted, Declined, Expired)
- Quote title
- Amount and creation date
Clicking on a quote opens the quote detail page. The View All link takes you to the complete quote list.
Quick Access to Invoices and Quotes
In the header of the Finance page there are two buttons:
- All Quotes -- Direct link to the quotes overview (
/quotes) - All Invoices -- Direct link to the invoices overview (
/invoices)
dVersum Tip
Use the Finance Overview as a daily starting point to keep your business finances in view. The key metric cards immediately show whether there are outstanding amounts or whether monthly profit is developing positively. Regularly switch the year in the chart to identify trends.
Last updated: 4/6/2026