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Accounting - Dashboard

Updated over 2 months ago

Open Finance > Reports > Accounting > Dashboard.

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Tip: You can also place widgets and lists from the financial and company overviews directly on your start page.

Financial overview

The financial overview prepares relevant values from the FINANCIAL and ACCOUNTING applications in chart form. The underlying data is not defined here but, for example, in the reports under Finances > Reports > Finances.

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Please note that the reports displayed in the dashboard represent the data for one year - without taking carryforward values or similar into account.
For the "TOP customers" and "TOP suppliers" widgets, only postings to P&L accounts are also taken into account. This can lead to differences between the widget and the (more flexible) financial report.

Company overview - Reports dashboard

In this dashboard, you can display reports (called widgets) in graphical form. The Add widget button allows you to select additional reports.
The circle symbol in the respective widget opens a form in which you can configure the display.

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Accounting overview

Here you receive information about your company, updates, upcoming postings and the next items to be dunned.

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Overall statistics

The overall statistics are a system check. The most important system parameters per company are displayed with the number of associated data records. You can also check the financial accounting data for technical consistency.

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