Dashboard Filtering: Invoices, Revenues, Expenses, Overview, Activity Log, and Recurring Transactions by Period and Location

The dashboard displays data according to the filter you specify. Here are the available filter options:

• Time Period: from a specific date to a specific date.

• Location or Branch: to update all displayed data according to the selected location.

The dashboard primarily focuses on the current year, but also allows you to review previous years of invoices, based on the filter you choose.

Data Details in the Dashboard

• Invoices: displays invoices according to the date and locations in the filter options selected at the top of the dashboard.

• Revenue and Expenses: displays revenue and expenses for the selected period and locations. If no revenue or expenses appear in their designated charts, simply verify your filter options by selecting the correct location and period, and confirm that revenue or expenses actually exist during the specified period in the selected locations.

• Overview:

  • Status of customer and supplier invoices (paid and outstanding).

  • Product inventory status (reorder point for products)

  • Pending and overdue invoices.

  • Monthly revenue and expenses.

  • Activity log for each user, including permissions and executed operations.

  • Recurring transactions.

  • A chart showing the value of invoices created for customers, invoices that were paid, and outstanding invoices
  • A chart showing the value of invoices created for suppliers, invoices that were paid, and outstanding invoices
  • Top 5 customers with outstanding balances
  • Top 5 suppliers with outstanding balances

Important Notes

• The purpose of the dashboard is to monitor the current financial situation quickly and comprehensively.

• Whenever you change the filter (period or location), the data updates automatically according to the options you selected.

• If you need more detailed data, you can use the detailed reports by going to Reports.

Search Keywords

• Why doesn’t the dashboard display all old data?

• What exactly does the dashboard include?

• How many years does revenue and expenses in the dashboard cover?

• What period do invoices in the dashboard cover?

• How do I distinguish between current year and old data in the dashboard?

• Where do I find the activity log?

• Can I get more detailed data than what’s in the dashboard?

• Do recurring transactions appear in Reports or only in the dashboard?

• What is the difference between the dashboard and Reports?