CBLHandyman Thanks for confirming.
Ah, apologies! I wrongly assumed you were on a Limited Company package, which explains why the option isn’t there.
For invoices, you can go to ‘Sales > Dashboard’ where you’ll see a “Sales Performance” section, however, I’m afraid there isn’t something similar for expenses.
With regards to the ‘Performance’ option I mentioned, Sole Traders don’t have this I’m afraid. This was built specifically for limited companies to help assist and visualise corporation tax estimates and bank balances, however, I can understand why this would still be beneficial for Sole Traders so I’d recommend putting in a feature request for the team. On the right side of your account, you’ll see a ‘Feedback’ tab - give it a click and choose the ‘Submit a feature request’ option.
