Accounting Dashboard

The Accounting dashboard feature allows you to manage accounting functions. It includes a Quick Links panel for commonly used Accounting features. The Accounting Dashboard also includes Performance charts that display accounting metrics and access to Accounting reports. (To access this dashboard, you must first have the Accounting Dashboard security permission enabled via Configure > Security Roles from the menu bar.)

When you click on an Accounting Dashboard option, the selected information appears in the Details pane. Accounting Dashboard options include:

Delivered Not Closed

Sales Not Exported

Closed Not Delivered

Accounts Receivable

Receipts Not Exported

Vendor Invoices and Credits Not Exported

Note: A Search feature allows you to filter the Search Results displayed in the Details pane for each Accounting Dashboard option.

A Quick Links panel allows you to access the following Accounting features:

Export to Accounting

New Accounting Connection

Accounting Export History

New Deposit

Import Receipts

Overview

Dashboards