Setting up checks

Checks that are executed on the Check Posts form can be selected in the panel Accounting Dashboard in the Administration Panel.

Which checks will be executed can be determined for each individual database. The start date for checks can also be determined there.

Below you can see a use case for setting up the checks.

Case summary The person responsible wants to check only issued and recieved invoices for the STATUO databse. They want to check invoices from 01.01.2024. They do this by following these steps: Opening Accounting Dashboard panel Selecting the database Selecting the checks Entering the start date for checks

1. Opening Accounting Dashboard panel

The person responsible opens the Accounting Dashboard panel in Administration Panel.

They do this by selecting Settings | Program | Administration Panel and then selecting Settings | Company | Accounting Dashboard.

2. Selecting the database

They continue with selecting the database on the server.

In the section Databases on Server they deselect all databases with right mouse click and selecting Deselect all.

Then they select the checkbox next to the STATUO Ltd. (EU_STATUO) database.

Next they select the checks to run on selected database.

3. Selecting the checks

They click on the General tab.

In the Run These Checks section they select the checkboxes next to Invoices Issued and Invoices Received.

They continue to enter the start date for checks.

4. Entering the start date for checks

They enter the start date in the Date from field in the Run These Checks section.

In our case they enter 01.01.2024.

Hint To see the use case of how to execute checks, see the chapter Execute controls.