Critical data fix:\n\u2022 Annual provisions and manual amortizations are now properly preserved when you save data for a different year\n\u2022 No more accidental loss of historical annual values in the "Dashboard Data" page\nHighly recommended update if you use the manual annual provisions or amortizations fields.<\/p>","2.0":"
Improved dashboard readability:\n\u2022 Occupancy Costs now shown in annual view\n\u2022 Proper right-alignment in tables and PDF exports\nRecommended update.<\/p>","1.9":"
Fixed monthly variation display for manually entered data (Personnel Costs, Other Costs, Interest) in the dashboard details.<\/p>","1.8":"
Version 1.8 brings a new Print\/PDF button on Ratios & Reports, a dedicated "Depreciation, Amortisation & Provisions" section, and fixes for annual amortised investments. Highly recommended update.<\/p>","1.7":"
This update introduces a new CSV export feature for the dashboard, allowing users to download the full financial table.<\/p>","1.6":"
This update brings a major overhaul to the Dashboard and Reports pages, with new financial metrics like Gross Margin, EBITDA, and Pre\/Post-Tax Results. It introduces support for marking invoices as amortizable investments and adds Corporate Tax calculation options. Update recommended for enhanced functionality and improved user experience.<\/p>","1.5":"
Upgraded Dashboard with annual table, print button, and French translation; removed version 1.3 migration and moved "Delete All Invoices" to Settings.<\/p>","1.4":"
This update introduces direct integration with QuickBooks Online for seamless invoice import, and a reorganized admin menu for easier navigation.<\/p>","1.3":"
This release introduces significant improvements to category management, including merging categories, grouping categories by accounting code, and editable codes.<\/p>","1.2":"
This release introduces editable Tax and Total Amount fields for invoices, enhances accounting accuracy with negative Tax validation for credits.<\/p>","1.1":"
Administrators can now assign custom roles to users.<\/p>","1.0":"
Welcome to the initial release of Ultimate Business Dashboard! Start managing your finances today with Dext integration and powerful reports.<\/p>"},"ratings":[],"assets_icons":{"icon-128x128.png":{"filename":"icon-128x128.png","revision":3300693,"resolution":"128x128","location":"assets","locale":""},"icon-256x256.png":{"filename":"icon-256x256.png","revision":3300693,"resolution":"256x256","location":"assets","locale":""}},"assets_banners":{"banner-1544x500.png":{"filename":"banner-1544x500.png","revision":3300693,"resolution":"1544x500","location":"assets","locale":""},"banner-772x250.png":{"filename":"banner-772x250.png","revision":3300745,"resolution":"772x250","location":"assets","locale":""}},"assets_blueprints":{},"all_blocks":[],"tagged_versions":["1.0","1.1","1.2","1.3","1.4","1.5","1.6","1.7","1.8","1.9","2.0","2.1"],"block_files":[],"assets_screenshots":{"screenshot-1.png":{"filename":"screenshot-1.png","revision":3300693,"resolution":"1","location":"assets","locale":""},"screenshot-2.png":{"filename":"screenshot-2.png","revision":3300693,"resolution":"2","location":"assets","locale":""},"screenshot-3.png":{"filename":"screenshot-3.png","revision":3300693,"resolution":"3","location":"assets","locale":""},"screenshot-4.png":{"filename":"screenshot-4.png","revision":3300693,"resolution":"4","location":"assets","locale":""},"screenshot-5.png":{"filename":"screenshot-5.png","revision":3300693,"resolution":"5","location":"assets","locale":""},"screenshot-6.png":{"filename":"screenshot-6.png","revision":3300693,"resolution":"6","location":"assets","locale":""},"screenshot-7.png":{"filename":"screenshot-7.png","revision":3300693,"resolution":"7","location":"assets","locale":""},"screenshot-8.png":{"filename":"screenshot-8.png","revision":3300693,"resolution":"8","location":"assets","locale":""},"screenshot-9.png":{"filename":"screenshot-9.png","revision":3300693,"resolution":"9","location":"assets","locale":""}},"screenshots":{"1":"Dashboard Overview<\/strong> (screenshot-1.png): View monthly and annual financial summaries with expandable details.","2":"Invoices Management<\/strong> (screenshot-2.png): Manage, categorize, and spread invoice costs with a searchable and paginated table.","3":"Data Input<\/strong> (screenshot-3.png): Enter monthly financial data (revenues, costs, taxes) for accurate tracking.","4":"Financial Insights<\/strong> (screenshot-4.png): Analyze key metrics with interactive pie charts and comparison tools.","5":"Dext Import<\/strong> (screenshot-5.png): Upload Dext CSV files with a clear template and validation.","6":"Other Import<\/strong> (screenshot-6.png): Import invoices from any source using a custom CSV format.","7":"Category Management<\/strong> (screenshot-7.png): Assign Fixed, Variable, or None types to categories for cost analysis.","8":"Zapier Setup<\/strong> (screenshot-8.png): Configure automatic imports from Dext via Zapier webhooks.","9":"Settings Management<\/strong> (screenshot-9.png): Configure plugin options and control data retention during uninstallation."},"jetpack_post_was_ever_published":false},"plugin_section":[],"plugin_tags":[2360,15800,16236,6882,3654],"plugin_category":[39],"plugin_contributors":[80610],"plugin_business_model":[],"class_list":["post-234530","plugin","type-plugin","status-publish","hentry","plugin_tags-business","plugin_tags-finance","plugin_tags-invoices","plugin_tags-profit","plugin_tags-reports","plugin_category-business","plugin_contributors-tulipwork","plugin_committers-tulipwork"],"banners":{"banner":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/banner-772x250.png?rev=3300745","banner_2x":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/banner-1544x500.png?rev=3300693","banner_rtl":false,"banner_2x_rtl":false},"icons":{"svg":false,"icon":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/icon-128x128.png?rev=3300693","icon_2x":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/icon-256x256.png?rev=3300693","generated":false},"screenshots":[{"src":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/screenshot-1.png?rev=3300693","caption":"Dashboard Overview<\/strong> (screenshot-1.png): View monthly and annual financial summaries with expandable details."},{"src":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/screenshot-2.png?rev=3300693","caption":"Invoices Management<\/strong> (screenshot-2.png): Manage, categorize, and spread invoice costs with a searchable and paginated table."},{"src":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/screenshot-3.png?rev=3300693","caption":"Data Input<\/strong> (screenshot-3.png): Enter monthly financial data (revenues, costs, taxes) for accurate tracking."},{"src":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/screenshot-4.png?rev=3300693","caption":"Financial Insights<\/strong> (screenshot-4.png): Analyze key metrics with interactive pie charts and comparison tools."},{"src":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/screenshot-5.png?rev=3300693","caption":"Dext Import<\/strong> (screenshot-5.png): Upload Dext CSV files with a clear template and validation."},{"src":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/screenshot-6.png?rev=3300693","caption":"Other Import<\/strong> (screenshot-6.png): Import invoices from any source using a custom CSV format."},{"src":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/screenshot-7.png?rev=3300693","caption":"Category Management<\/strong> (screenshot-7.png): Assign Fixed, Variable, or None types to categories for cost analysis."},{"src":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/screenshot-8.png?rev=3300693","caption":"Zapier Setup<\/strong> (screenshot-8.png): Configure automatic imports from Dext via Zapier webhooks."},{"src":"https:\/\/ps.w.org\/ultimate-business-dashboard\/assets\/screenshot-9.png?rev=3300693","caption":"Settings Management<\/strong> (screenshot-9.png): Configure plugin options and control data retention during uninstallation."}],"raw_content":"\n \ud83d\ude80 Ultimate Business Dashboard turns your WordPress admin into a real\u2011time profit cockpit<\/strong>. Stop flying your company blind. Instead of waiting for your accountant\u2019s annual report, you get a clear, month\u2011by\u2011month income statement\u2014updated the instant an invoice is issued or an expense is recorded.<\/p>\n\n \ud83d\udee0\ufe0f Integrate with Dext and QuickBooks for automatic invoice imports<\/strong>, or manually upload invoices from any source using flexible CSV files. Track revenues, expenses, and key financial ratios with ease, and visualize your performance with interactive pie charts.<\/p>\n\n With Ultimate Business Dashboard<\/strong>, take control of your finances like never before:<\/p>\n\n Empower your business with simple, smart financial tools\u2014start today in your WordPress dashboard!<\/p>\n\n Learn more at Tulipe Media<\/a>.<\/p>\n\n Ultimate Business Dashboard stores invoice data locally in your WordPress database. When using Zapier or Dext for automatic imports, data is processed by these third-party services. Ensure your Zapier and Dext accounts comply with GDPR by reviewing their privacy policies at Zapier<\/a> and Dext<\/a>. The plugin provides \"Delete Data on Uninstall\" and \"Reset Data\" options in the \"Settings\" page to remove all locally stored data (e.g., invoices, categories) from your WordPress database, supporting GDPR\u2019s right to erasure. For data processed by third-party services like Zapier or Dext, you must manage deletion directly through their platforms.<\/p>\n\n Developed with \u2764\ufe0f by Ziyad Bachalany<\/a> and contributors.<\/p>\n\n Need help? Visit our support page<\/a> for documentation and FAQs, or ask the community on WordPress.org<\/a>.<\/p>\n\n This plugin is licensed under GPLv2 or later.<\/p>\n\n\n Yes! Simply choose your accounting software (Dext or QuickBooks Online) and follow the instructions in the plugin\u2019s import settings. For Dext, integration is done via Zapier (webhook), while QuickBooks Online connects directly. Every time a new invoice is added to your accounting tool, the plugin extracts the data and automatically feeds your financial dashboards. Others accounting solutions will be added in the future.<\/p><\/dd>\n Required columns: Receipt ID, Type, Date, Supplier, Category\/Compte, Net Amount, Tax Amount, Total Amount, and optional Invoice Number. Check templates on the \"Dext Import\" or \"Other Import\" pages.<\/p><\/dd>\n Manually import your invoices each month using the \"Other Import\" feature with a custom CSV format. This allows you to track your profitability month by month and make informed decisions about your business performance.<\/p><\/dd>\n Yes, in the \"Invoices\" page, select \"Spread Charges\" or \"Investment (Amortized)\" for any invoice, specify the number of months, and set a start date.<\/p><\/dd>\n Yes, the plugin features a responsive design, ensuring all pages (dashboard, invoices, reports) are usable on mobile devices.<\/p><\/dd>\n Yes, in the \"Settings\" page, enable \"Delete Data on Uninstall\" to remove all plugin data when deactivating the plugin. You can also use the \"Reset Data\" option to clear all data without uninstalling, giving you full control over your information.<\/p><\/dd>\n\n<\/dl>\n\n\n\n
Features<\/h4>\n\n
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Who\u2019s This For?<\/h4>\n\n
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Contribute<\/h3>\n\n
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GDPR Compliance<\/h3>\n\n
Credits<\/h3>\n\n
Support<\/h3>\n\n
License<\/h3>\n\n
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ultimate-business-dashboard<\/code> folder to \/wp-content\/plugins\/<\/code> or install via the WordPress Plugins dashboard.<\/li>\n\n
Can I set up automatic invoice imports?<\/h3><\/dt>\n
What is the CSV format for manual imports?<\/h3><\/dt>\n
How can I manage my business finances without automatic import?<\/h3><\/dt>\n
Can I spread invoice costs over multiple months?<\/h3><\/dt>\n
Is the plugin mobile-friendly?<\/h3><\/dt>\n
Can I delete my data?<\/h3><\/dt>\n
2.1 - 28 February 2026<\/h4>\n\n
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2.0 - 19 January 2026<\/h4>\n\n
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1.9 - 17 December 2025<\/h4>\n\n
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1.8 - 23 November 2025<\/h4>\n\n
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1.7 - 23 October 2025<\/h4>\n\n
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1.6 - 22 October 2025<\/h4>\n\n
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1.5 - 18 October 2025<\/h4>\n\n
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1.4 - 18 July 2025<\/h4>\n\n
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1.3 - 4 June 2025<\/h4>\n\n
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1.2 - 29 May 2025<\/h4>\n\n
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1.1 - 27 May 2025<\/h4>\n\n
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1.0 - 20 May 2025<\/h4>\n\n
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