❇ Designing our new and improved Dashboard!

Hello everyone :wave:

We hope you’ve had a fantastic start to the new year!

We’re excited to share with you that we’ve been redesigning our Parpera App dashboard to make it even easier for you to manage your business money.

Here’s an early example of the new design (it’s an interactive design), we’d love to get your feedback on our changes:

:point_right: Cash flow graph - View your cash flow trends over time

:point_right: Account details - Copy and share your account details with ease to get paid quickly

:point_right: Estimated tax position - Better prepare for tax time by estimating your tax payable on your income! All you need to do is provide your expected income for the Financial Year, and be sure to categorise your income and deductible expenses as you earn and spend and we’ll do the rest :slightly_smiling_face:

Have we missed something that you’d like to see? Please post your ideas here, we’d love to hear from you.

Cindy :blush:

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Thanks @Cindy! :raised_hands:

I’m looking forward to the estimated tax position. We keep hearing from members about the challenges of managing tax in our co-design sessions.

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For the tax position estimate, there could be more options if someone doesnt really know what is included in their tax position. Like the first option is just the blanket, whats your estimated annual income but if someone wasnt sure what makes up taxable income, you could include questions like “do you have a rental property” “do you own shares” etc. From there you could ask a few more details about how much the income is from those things and then it totals it up for them.

Could also have some GST estimates in there as well, if someone is registered. How far are you looking to take the tax element?

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Hi Liam,

Thank you for your feedback, it’s great to hear from an expert in the space!

We can certainly introduce tooltips or pieces of information to guide members through this tax estimate process. We’ve started some early member testing and we’ll keep a close eye on what people think of this screen.

We’re also working on GST estimates :slightly_smiling_face: We’ll progress this over the next couple of months and we’d love to get your assistance with co-designing the GST estimates if this is something you’d be interested in?

More than happy to do another co-design session. (I did one some time last year as well) :grinning:

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Great thank you! I will reach out to you once we’re ready to proceed with GST estimates :slight_smile: