General
Tab General of the Accounting Dashboard panel in Administration Panel allows you to configure general settings for Accounting Dashboard tool.
Tab can be accessed from Administration Panel | Settings | Company | Accounting Dashboard.
The tab contains four sections:
In this section of the panel, we can select checks that will be performed and visible, start date of checks and set up autostart for checks in Check Posts tool in Financials module of Accounting Dashboard.
| Checks |
By selecting a checkbox, a check is performed and the tab for check is visible in Check Posts tool in Financials module of Accounting Dashboard.
There are ten checkboxes avaliable:
- Invoices Issued - shows a tab Invoices Issued and preforms a check for issued invoices.
- Inovices Received - shows a tab Invoices Received and preforms a check for received invoices.
- POS Receipts - shows a tab POS and preforms a check for POS receipts.
- Customs Issue Documents - shows a tab Customs - Issue and preforms a check for issued customs documents.
- Customs Receiving Documents - shows a tab Customs - Receiving and preforms a check for received custom documents.
- Cash Receipts and Disbursements - shows a tab Cash register and preforms a check for cash receipts and disbursements.
- Unbalanced Journal Entries - shows a tab Unbalancced Journal Entries and preforms a check for unbalanced journal entries.
- Check Posts - shows a tab Check posts that displays checks and errors in the performed check.
- Check Settings - shows a tab Check settings that displays checks and errors in the check settings.
- Check Posts with chart of acct. - shows a tab Check posts with chart acct
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| Date from |
Enter a start date for checks. |
| Autostart |
By clicking the button a IRIS message is displayed for setting up Accounting Dashboard to run automatically. Read more about this in chapter IRIS 1003096 - Do you want to set up Accounting Console to run automatically? |
In this section of the panel, we can select tabs where automatic posting wil be preformed in Automatic Posting tool in Financials module of Accounting Dashboard.
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Warning
This functionality is currently not avaliable.
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In this section, we can select avaliable archives, categories, statuses and mailboxes for incoming documentation.
| Archive |
Select one or several archives from the list, that are avaliable for documentation. |
| Category |
Select one or several classifications from the list, that are avaliable for documentation. |
| Status |
Select one or several statuses from the list, that are avaliable for documentation. |
| Mailbox |
Select one or several mailboxes from the list, that are avaliable for documentation. |