Dashboard controls includes Show finance context and Show quick actions. These preferences change which supporting elements appear around the finance view.
Show finance context displays company scope, the books-through date, and review status above the KPI cards. Show quick actions keeps direct links to relevant work such as transactions, reconciliation, review, close, reports, and Ask Max.
Open Settings, then Dashboard, change the controls you want, and select Save preferences. Hiding a quick action does not remove the underlying service permission or erase its data. You can still use the navigation available to your account.
If you work across companies, keeping the context visible can help you notice the selected company before interpreting a figure. If a quick action is missing because the associated feature is unavailable, changing visibility does not create that entitlement. Check the service or permission message separately. For a preference that will not save, record the exact result and whether the settings loaded successfully before the change.
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