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Accounting dashboard (OLD)

Accounting dashboard

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

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.

 

000001.gif 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.
000001.gif It is recommended to use controls on the databases that are upgraded to the same build.

 

 

Settings Main settings are shown on this tab.
Invoices Issued Errors when posting issued documents are shown.
invoices Received Errors when posting received documents are shown.
POS Errors when posting POS documents are shown.
Customs - Issue Errors when posting issued customs documents are shown.
Customs - Receiving Errors when posting received customs documents are shown.
Cash Errors when posting cash documents are shown.
Unbalance Journal Entries Unbalanced journal entries are shown.
Check Posts Errors in posts in general ledger are shown.
Check Settings Errors in settings in program are shown
Accountant's Shortcuts Shortcuts for opening documents and reports on other databases are shown.
Automatic Posting Settings for posting issued, received, post and customs documents are shown on this tab.
Accounting Work Report On this tab reports for word done are shown.
Depreciation report On this tab user can perform depreciation on multiple databases.

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...).

 

 

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