Accounting dashboard

Accounting dashboard

Accounting dashboard is tool for accounting companies that includes all needed tools:

• control reports
• automatic posting
• accounting work report
• quick shortcuts
• depreciation report
• documentation

All listed tools have in common that they allow execution on multiple databases simultaneously. They can be used manually, through Autodoctoring and/or Task scheduler.

Controls of issued, received, POS invoices and customs and cash documents and unbalanced General Ledger documents are bound to existing functionalities of Summary reports. Controls of posts and settings will be added to the program through upgrades and web upgrades.

It is recommended to use controls on the databases that are upgraded to the same build.

Settings

Databases on Server	The databases that we have access to are shown.
Run These Checks	User can select controls that will be executed.
Automatic Posting	User can check which automatic postings will be executed.
Autostart - Shortcuts	Shortcuts can be shown or hidden (because of performance issues) by clicking check box Shortcuts. By clicking button Set Databases as Shortcusts  user can set shortcuts for databases selected in the Databases on Server.
Autostart	By clikcking button Autostart  the task for execution is added to Autodoctoring. Parameters of the executed task are currently selected tasks in the Settings panel.
Run All	By clicking this button the execution of all selected tasks is started manually.
Documentation	Pre-defined filter for documentation. It alows user to see only accounting dokuments that requires processing (for example: imported bank statements that needs to be posted, e-invoices that needs to be imported and posted...).