The Dashboard is the home screen you see every time you open Yojika. It shows how your shop is doing today 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.
Your numbers at a glance
Below that is a row of cards with your key figures. All amounts are shown in rupees (₹).
- Today’s sales — total billed today, and how many bills.
- This month — total billed this month, and how many bills.
- Expenses (month) — what you have spent this month. Click to open Expenses.
- Receivables — money customers still owe you. Click to open Invoices.
- 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.
Recent invoices and low stock
Under the cards are two panels:
- Recent invoices — your latest bills. 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 have not made any bills yet, this area 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.