Financial Dashboard Tutorial

Viewing the Financial Dashboard

How to Change the Dates 

1. Navigate to the Set (filter) > Click the drop down and select your User Date.

   • Note: Date presets such as Fin Year (Month) provide a view of the year broken down by specific periods. 

2. Click View (button).

How to View the Statement of Profit or Loss

1. Select Menu (button) > Statement of Profit or Loss.

How to View the Statement of Financial Position

1. Select Menu (button) > Statement of Financial Position.

How to View Trial Balance

1. Select Menu (button) > Trial Balance.

How to Balance Accruals

1. Navigate to the Accruals (tab).

2. Identify the accounts with outstanding values.

• Note: Outstanding amounts will have the value displayed in red.

3. Select the furthest right column on the outstanding account to open the account in the Ledger.

4. Either remove the entry that has created the outstanding amount or create an entry to allocate the outstanding amount appropriately.

• Note: The Account default must be set to Accrual in setups for it to appear here.

How to Solve Errors

1. Navigate to the Errors (tab).

2. Identify the transactions with Trial Errors.

3. Select the furthest right column on the outstanding transaction > Open Transaction in Ledger.

4. Edit the transaction appropriately to remove the error (in most cases, the error is a Trial Error (ie. Debits & Credits don't match)).

How to Close Pending Transactions

1. Navigate to the Pending (tab).

2. Identify the transactions with Pending status.

3. Select the furthest right column on the outstanding transaction > Open Transaction in Ledger.

4. Navigate to Status, select the dropdown menu and select Complete.

• Note: The Complete status may vary by transaction, for example in Supplier Payments, Reconciled is the Complete status.

How to Add Financial Statement Notes

1. Navigate to the Financial Status Notes (section).

2. Select Add (button).

3. Select the Account (bar), and enter the Period.

4. Enter the Note.

5. Select Save (button).

How to Output the Financial Dashboard

1. Select Output (button) > Preview / Print / Email > Select the Output Template (if applicable).

Related Topics

• Reference: Financial Statements

• Tutorial: Statement of Profit or Loss

• Tutorial: Statement of Financial Position

• Tutorial: Trial Balance

• Tutorial: Financial Close Off

• Tutorial: Update read-only transactions with a password