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Dashboard Tour

Learn your way around the CoralLedger Comply dashboard.

Dashboard Types​

After logging in, you're directed to the appropriate dashboard based on your account type:

  • Client Dashboard — For individual businesses (self-filing)
  • Firm Portal — For accounting firms managing multiple clients

Client Dashboard​

The client dashboard provides a real-time overview of your VAT compliance:

Summary Cards​

  • Compliance Score — Your A+ to F grade with trend indicator
  • Next Filing Deadline — Countdown to your next return due date
  • Net VAT Position — Current period's VAT payable or refundable
  • Recent Activity — Latest transactions and actions

Quick Actions​

  • Import transactions
  • Enter a new transaction
  • Generate VAT return
  • View compliance alerts

Widgets​

  • Filing Deadline Calendar — Visual timeline of upcoming deadlines
  • Transaction Summary — Period totals by VAT category
  • Compliance Alerts — Active warnings and recommendations
  • Dashboard — Overview and metrics
  • Transactions — View, enter, and manage transactions
  • Import — Upload CSV transaction data
  • VAT Returns — Generate, view, and submit returns
  • Credit Notes — Manage credit notes and adjustments
  • Compliance — Intelligence dashboard, anomaly detection, and scoring
  • Reports — Cash flow, variance analysis, custom reports, audit trail
  • Firm Portal — Multi-client management (firm accounts only)
  • Settings — Account, business, appearance, integrations
  • Help — In-app help center and guides

Top Bar​

  • Business Switcher — Switch between client businesses (for multi-client users)
  • Notifications — Bell icon with unread count
  • Account Menu — Profile, settings, logout

Business Switcher​

If you manage multiple businesses, click the business name in the top bar to switch context. All data displayed will update to reflect the selected business.

Next Steps​