Dashboard

Flowchart

flowchart LR
  A[Sign in via my.AICOUNTLY] --> B[Open Financial Reporting]
  B --> C[Confirm company & FY]
  C --> D[Dashboard pipeline]
  D --> E{Need focus?}
  E -->|Preparation| F[In Preparation]
  E -->|Done| G[Finalised]

Steps

1. 1 Sign in at my.aicountly.com and open Financial Reporting from the launcher.
2. 2 Confirm the correct company, branch, and financial year (set in Manage).
3. 3 Scan the dashboard for engagements in preparation versus finalised.
4. 4 Use In Preparation or Finalised when you want a focused pipeline view.
5. 5 Open an engagement or a Report Pack when you are ready to work.