The Dashboard is the home screen you see every time you open Yojika. It shows how your shop is doing and gives you quick shortcuts. Click Dashboard at the top of the left menu to come back here any time.
The top of the screen
At the very top you see your business name and, if you are registered for GST, your GSTIN.
On the right is the New Invoice button. Click it to start a new bill. On a computer you can also press Ctrl+N.
Pick the period you want to see
Under that is a row of buttons: Today, This week, This month, Last month, This quarter, This year, This FY and Custom…. Click one and the sales, expenses and recent-bill figures below change to that period. The exact dates you are looking at are printed just above the buttons, as DD/MM/YYYY.
- Yojika opens on This month.
- This week runs Monday to Sunday.
- This FY is your financial year, 1 April to 31 March.
- Custom… lets you pick any two dates.
On a phone the buttons become a single dropdown showing the period you are on. Tap it for the same list of choices.
Your choice stays while Yojika is open — go to Invoices and come back, and it is still there. It returns to This month the next time you start the app.
Your numbers at a glance
Below that is a row of cards — the eight below to start with, and you can hide or reorder them (see Choosing your cards further down). All amounts are shown in rupees (₹).
These two follow the period you picked:
- Sales — net sales for the selected period: sales less credit notes, with sales and credit-note counts shown separately. Click to open Sale Invoices for those exact dates. The list contains sales only, so its count matches the sales count; its total is the sales component before credit notes. Use Sale Returns / Credit Notes to inspect returns. Opening Sale Invoices from the left menu starts on All time. The existing date-filter choices remain available.
- Expenses — what you spent in that period, and how many entries. Click to open Expenses, already showing the same period as the card. (Open Expenses from the left menu instead and it starts on this month, as it always has.)
The other six are marked “as on today” and do not change when you change the period. That is deliberate. They are not “how much during June” — they are “how much right now”. Money a customer owes you is still owed today whichever period you are looking at, and the stock on your shelf is what it is this morning. If these moved with the buttons, they would be telling you something untrue.
- Receivables — the money anyone owes you, and how many parties that is. Usually customers, but not always: if you have paid a supplier in advance, that supplier owes you goods or money, so they count here too. What decides the side is the balance, not whether you filed them as a customer or a vendor. The total is each party’s full outstanding balance — any opening balance and advance payments count too — and a sale with no party picked, or one to a party you have hidden, is included in the money as well. Click to open the All-party balances report, which lists the same total party by party.
- Payable — the money you owe, and how many parties that is. Usually suppliers, but a customer who has overpaid you, or who returned goods after paying, is owed a refund and counts here. Works the same way as Receivables: full balances, with a bill that has no party picked, or a hidden party, still included. Click to open the All-party balances report.
A party is counted on one card or neither, never both — whichever way their balance runs. The amount also includes bills with no party attached; those have no one to count, so they are in the money without adding to the party number.
- Low stock — how many items are running low. Click to open Items.
- Cash in hand — cash in your drawer. Click to open Cash & Bank.
- Expiring — batches that are near or past their expiry date.
- Total bank balance — the total across your bank accounts.
Cards with an arrow are clickable and take you straight to that part of the app.
Choosing your cards
Next to the New Invoice button is the Customize dashboard cards button (a small grid icon). It opens the Dashboard cards window, where you can:
- Show or hide a card — turn its switch on or off. At least one card must stay on, so the dashboard is never empty.
- Change the order — drag a card by the handle on its left, or use the ▲ / ▼ buttons. With the keyboard, Tab to a ▲ / ▼ button and press Enter.
- Reset to default — puts the eight cards back in the order Yojika ships.
Changes apply immediately and are saved on this device — they stay after you close and reopen Yojika. This is a device setting, not part of your books: it is not synced to other devices.
Recent invoices and low stock
Under the cards are two panels:
- Recent invoices — your latest bills from the period you picked. Click one to open it, or click View all to see every bill.
- Low stock — items that need restocking, with how much is left. Click View all to open your items.
If you made no bills in the period you picked, the panel says No invoices in this period — widen the date range to see older ones. If you have not made any bills at all yet, it invites you to tap New Invoice to get started.
The left menu and top bar
The left menu takes you to every part of Yojika — Invoices, Items, Parties, Reports and more. Settings sits at the bottom of the menu.
At the top of the window you also see:
- FY 2025-26 — your current financial year (April to March).
- A small backup dot — green if you backed up in the last two days, amber if it is time to back up again.
- A help (?) button that shows the app version.
A reminder to back up
If your last backup is old, a message appears at the top of the Dashboard reminding you to back up. Your data is stored only on this device, so please back up regularly. You will find Backup & restore in Settings.