Company Dashboard screen

Use the Company Dashboard screen to view the Company Dashboard—a collection of widgets showing an overall picture of your company's finances through the end of the current month. You can drill down to view the report associated the widget and on certain reports, you can drill down to additional information.

The Company Dashboard contains the following widgets:

  • Financial Account Balances - The Financial Account Balances widget shows a chart of pending and posted balances for your company's accounts. Click the chart to display an Account Transactions Report screen. On the Account Transactions Report, click to expand a line item to view more details.

  • Customer Receivables - The Customer Receivables widget shows a chart and graph of all open customer invoices aged and totaled based on the invoice due date. Click the graph to display a Customer Invoice Aging by Invoice Age screen.

  • Vendor Payables - The Vendor Payables widget shows a chart and graph of all open vendor invoices aged and totaled based on the invoice due date. Click the graph to display a Vendor Invoice Aging by Invoice Age screen.

  • Profit and Loss - The Profit and Loss widget shows a chart and graph of your company's gross and net profits for the current month and the current year. Click the chart to display an Income Statement - Actual vs. Budget screen.

  • Balance Sheet - The Balance Sheet widget shows a chart shows your company's assets, liabilities, and equities. Click the chart to display a Balance Sheet screen. From the Balance Sheet report, click on a line to display an Account Transactions Report screen for the line. On the Account Transactions Report, click to expand a line item to view more details. Click to return to the Balance Sheet.

    To open the Company Dashboard screen, click Financial > Company Dashboardin the All Tasks pane.