Overview 

Accounting Seed Financial Analytics is an app that is built on CRM Analytics, which is a native Analytics/Business Intelligence tool on the Salesforce platform. It includes visually appealing financial Dashboards, data rich recipes, key financial metrics and trending data with the ability to perform ad-hoc, multi-dimensional analysis and drill back to source transactions.

The Accounting Seed Financial Analytics app includes the five Dashboards that are listed below:

• P&L (Profit & Loss)
• Revenue
• Expenses
• Balance Sheet
• Ledger Inquiry

You will not be required to close Accounting Periods to view data on any of these Dashboards.

Note: Each time that you access the listing of Dashboards, the order displays based upon the last time a particular Dashboard was opened. For example, in the sample screen below, the Expenses Dashboard was the last opened Dashboard. Therefore, it displays first in the list.

Note: Click here to view the above image in full screen. 

Licensed users in your organization will have access to view and interact with these Financial Dashboards.

The charts on each Dashboard are interactive. Therefore, when you click on a value in one chart it will automatically update the other charts and the Transaction Listing on that Dashboard based upon what was selected.

Configuration is required before you can view these Financial Dashboards. For additional information, refer to the Accounting Seed Financial Analytics Configuration Setups article.

After you have created the Accounting Seed Financial Analytics app, you will be able to access the app by going to the App Launcher, and selecting the Analytics Studio. From there, you will be able to browse to the available apps, and select the Financial Analytics app that you created. At this point, you can select one of the five Dashboards, which will take you into the app.

Dataflows & Recipes

As mentioned in the Accounting Seed Financial Analytics Configuration Setups article, in order to view the most current financial data on the Dashboards, there are Dataflows & Recipes that will need to be run. They can be run on demand or scheduled to run automatically.

Financial Analytics App

When you initially access the Financial Analytics app that you created, a listing of Asset Results will display, which includes everything that is available in your app. The “Type” column will show various Dashboards, one Component (your company’s logo), as well as Datasets. From here, you can click a specific Dashboard or click the Dashboards button above the Asset Results to display only the available Dashboards. Then, select a Dashboard from the listing.  

Note: Click here to view the above image in full screen. 

After you display a Dashboard, the drop-down arrow that displays to the right of the selected Dashboard name can be clicked to select and view a different Dashboard that is available within your app.

Do you want to:

• Navigate a Dashboard
• View the P&L Dashboard
• View the Revenue Dashboard
• View the Expenses Dashboard
• View the Balance Sheet Dashboard
• View the Ledger Inquiry Dashboard

Return to top

Navigate a Dashboard

In order to view the Financial Analytics Dashboards, configuration must be completed in advance. For more information, refer to the Accounting Seed Financial Analytics Configuration Setups article.

1. Click the App Launcher to access Analytics Studio.
   
   
   
   Analytics Studio opens in a new tab.
   
   
2. From the Analytics Studio, click Browse | Apps. Then, select the name of the app that you created as a part of the setups using the Accounting Seed Financial Analytics Configuration Setups article. In the sample screen below, the app name is “Accounting Seed Financial Analytics.”
   
   
   Note: Click here to view the above image in full screen. 
   
   
3. When the app displays, click Dashboards to open the app in a new tab and view all of the Dashboards that are available from the Accounting Seed Financial Analytics app (or the app name that you used).
   
   
   Note: Click here to view the above image in full screen. 
   
   
4. Click the Actions drop-down list on a Dashboard and select Favorite to create a favorite for the Dashboard.
   
   Note: If you add a Dashboard as a Favorite here in the Analytics Studio, when you are in Accounting Seed, you can click the Favorites icon and select the Dashboard to open it in a new tab to review it without going into Analytics Studio.
   
   
   Note: Click here to view the above image in full screen. 
   
   
5. Select a Dashboard to view. In the sample screen below, the Balance Sheet was selected.
   
   
   Note: Click here to view the above image in full screen. 
   
   The Salesforce CRM Analytics menu options are available on each Accounting Seed Dashboard to perform tasks, such as:
   
   
   
   
   1. Turn High Contrast On or Off
      
      
      Note: Click here to view the above image in full screen. 
      
      
   2. Edit the displayed information to add/change components. Click Preview to exit the Edit mode.
      
      Note: The Dashboards can be modified. After modifications, if you would like to revert back to the original Dashboard, you can create another app from the Accounting Seed Financial Analytics template.
      
      
   3. Save your changes.
   4. Change to the Present (presentation) mode.
   5. Share a Dashboard with people in your organization, get a URL to share, and/or download a Dashboard. 
   6. Show Notifications to view notifications that were added to a Dashboard, if applicable.
   7. Add to a Collection, which is a grouping of CRM Analytics assets, such as Datasets, Dashboards, Apps, etc.
   8. Click the drop-down list to perform the following:
      • Clone a New Tab
      • Run the Dashboard Inspector – if the Dashboard is running slow, use the tool to run a performance test.
      • Check Version History – if you modify the Dashboard and save various copies, click Version History if you need to view different versioning information
      • Print Preview – view a Preview and then, print it.
      • Delete – this will actually delete the Asset (Dashboard). A warning message displays. Deletes are final and cannot be recovered.
        
        
6. Hover over the upper right portion of any widget on the Dashboard, and then click the Actions drop-down list to reveal and select from the available options. For example, you might hover over the upper right portion of the Transaction Listing on the Balance Sheet Dashboard, select Share from the Actions drop-down list, and select the Download tab to download the transactions to an Excel spreadsheet.
   
   
   
   Note: The Actions drop-down list is available on all widgets on all Dashboards.
   
   
   1. Explore - allows you to open the underlying query in a lens.
   2. Set Notification – set specific information about the selected section of the Dashboard to notify you or other recipients via email based upon frequency and time.
   3. Share – share the selected section of a Dashboard by downloading it and sharing with other users, posting to a feed, or export using Quip (Salesforce’s productivity platform).
   4. Show Details – click to view widget details.    
   5. Add to Watchlist (available on some widgets) - to capture and track KPIs (Key Performance Indicators) all in one place.
      
       
7. View the Currency. The Currency displays in the upper right side of each section on a Dashboard. Currency is based upon the selected Ledger.
   
   Note: If you are a single-currency user, and do not need to see Currency on the screen, click Edit, then click the Currency box and press the Delete key to delete it. Then, click Save. Click Preview to exit the Edit mode. You will need to do this on each section of the current Dashboard, as well as other Dashboards where you do not need to view Currency information.
   
   
   

   Note: If you have more than one Ledger, with different currencies, when you initially access a Dashboard, the Ledger field automatically defaults to “All,” and the Currency field displays blank until you select a specific Ledger.

8. Global Filters display on the left panel of each Dashboard. Click the drop-down list on a filter to display the available Operators and Values. Make adjustments using the filters, as necessary. Then, click Apply. The selected Dashboard will update accordingly.
   
   Note: Global Filters will only display the Values that have data. For example, if no transactions are posted to the Accounting Period 2023-03, then 2023-03 will not display in the list of available Accounting Periods.
   
   
9. Click the Accounting Period drop-down list to view and select a different period. Information on the Dashboard will update accordingly.
   
   Note: Accounting Periods will only display the periods that have data.
   
   

10. Display a Source record in Accounting Seed. From the Transaction Listing on any of the five Dashboards (Summary and Trending Charts tabs), in the Source column, click the drop-down list to the right of a Source record, and select Open Record. This will open the selected record in Accounting Seed in a new browser tab.
    
    

Return to top

View the P&L Dashboard

Each Dashboard opens to the Summary tab, but will also include a Trending Charts tab, which can be clicked to view trending data.

Profit & Loss Dashboard - Summary

The Profit & Loss Dashboard - Summary displays data for the selected Accounting Period, which includes Revenue, Expenses, and Net Profit / Loss. In the sample screen below, the data displays for the December 2023 Accounting Period.

Information on the left side displays the Revenue, Expenses and Net Profit / Loss for the current Accounting Period, the Last Period, and Last Year during this same period.

The Profit & Loss Dashboard includes a visual indicator to clearly distinguish increase and decrease amounts for the selected Accounting Period and the Last Period for Revenue, Expenses, and Net Profit / Loss. This information displays as follows:

• An increase in the Revenue will display in green with an up arrow on the left of the amount, and a decrease in the Revenue will display in red with a down arrow on the left of the amount.
• A decrease in the Expense will display in green with a down arrow on the left of the amount, and an increase in the Expense will display in red with an up arrow on the left of the amount.
• An increase in the Net Profit/Losses will display in green with an up arrow on the left of the amount, and a decrease in the Net Profit/Losses will display in red with a down arrow on the left of the amount.

The visual indicator performs a comparison based upon the following:

• The up/down arrow on the selected Accounting Period is a comparison between the Last Period and the selected Accounting Period.
• The up/down arrow on the Last Period is a comparison between the Last Year and the Last Period.

Note: If there is no increase or decrease, the up/down arrow will not display. 

Note: Click here to view the above image in full screen. 

The right side of the Summary Dashboard displays Profit & Loss for the selected Accounting Period in a waterfall chart. You can hover over an element in the chart to view additional information. The sample screen below shows the hover over information for the Cost of Sales, which includes the Total Amount and percentage that is compared against the Total Revenue.

Note: Click here to view the above image in full screen. 

The Transaction Listing displays at the bottom of the P&L Dashboard.

Note: Click here to view the above image in full screen. 

The widgets on a Dashboard are interactive, and as such, when you click a widget, the Transaction Listing will update accordingly to display on those transactions that represent the selected item. For example, if you click the Operating Expenses widget in the Profit & Loss Dashboard for the Accounting Period  chart, the Transaction Listing will update to display only those transaction for the selected period that represent Operating Expenses.  

Note: If you click the Net Profit & Loss widget, the Transaction Listing will display with “No Results Found,” because this information is derived from a calculation and not based upon real transaction data.

Note: Click here to view the above image in full screen. 

As you begin to filter a Dashboard, you might want to either save the filtered view or return to the default view. To return to the default view, simply click the Return to Initial View icon.

If you want to save the filtered view, click the Modified drop-down list, and click Save View to display the View Name dialog box. And then, enter a name for the current view, and select it as your default view, if necessary.

Once the new view is saved, you can access it each time you display the P&L Dashboard. Click the My Views drop-down list, and select the view with the name that you added in the View Name dialog box. Otherwise, click the My Views drop-down list and select Clear View to return to the default view or click Manage Views to delete the view that you created.

Note: The Modified drop-down list and the Return to Initial View icon functionality is the same for all five Dashboards.

Return to top

Profit & Loss Dashboard - Trending Charts

Trending Charts provide the ability to set a date range by Transaction Posting Date. Therefore, the information that displays on the charts is based upon the Transaction Posting Date, and can include ranges for years, quarters, months, and/or days. You can click the Transaction Posting Date drop-down list to select a desired date range.

Note: Click here to view the above image in full screen. 

The Profit & Loss Dashboard – Trending Charts display data in chart format for the following:

• Revenue and Expenses Trend
  • Revenue Current Year
  • Revenue Last Year
  • Expenses Current Year
  • Expenses Last Year
• Gross Profit Trend
  • Gross Profit Current Year
  • Gross Profit Last Year
• Net Profit Trend
  • Net Profit Current Year
  • Net Profit Last Year

Note: If the Prior Year information is available, it will display with dashed lines. 

Note: Click here to view the above image in full screen. 

You can hover over entry points on the charts to view additional information.

Note: Click here to view the above image in full screen. 

If you click on a point in the chart, the Transaction Listing will be updated to filter and display only those transactions for the selected period. For example, if you clicked 2023-04, the Transaction Listing will update to display only transaction that were posted in 2023-04.

Note: Click here to view the above image in full screen. 

Similar to the Summary tab, if you adjust a view, the Modified drop-down list is available to click for saving the filtered version of the Dashboard. Otherwise, you can click the Return to Initial View icon to return to the default version of the Dashboard.

Return to top

View the Revenue Dashboard

As with other Dashboards, the Revenue Dashboard opens on the Summary tab, with an option to view trending data on the Trending Charts tab.

Revenue Dashboard - Summary

The left side of the Revenue Dashboard - Summary displays the Revenue Summary, which includes the Total Revenue, the Number of Billings, and the Average Billing amount (Total divided by the number of Billings) based upon a selected Accounting Period. The top right side of the Dashboard displays the Top Ten Customers.

Note: Click here to view the above image in full screen. 

Similar to other Dashboards, you can hover over an element on a chart to display additional information. In the sample screen below, additional information displays for “ABC Marketing Services.”

The center of the Revenue Dashboard displays revenue by State along with a bubble chart displaying revenue by Product Family and GL Variable 1.

Note: Click here to view the above image in full screen. 

You have the ability to hover over the data in this section to view additional information (see the sample snippets below). In the sample snippet below, Revenue for the state of Virginia displays.

Note: Click here to view the above image in full screen. 

On the right side, where you can view revenue by Product Family and GL Variable 1, the larger and darker the bubble, the higher the revenue.

Note: Click here to view the above image in full screen. 

The sample snippet below shows the Revenue by Week for a selected week.

Note: Click here to view the above image in full screen. 

The last part of the Revenue Dashboard displays the Transaction Listing.

Note: Click here to view the above image in full screen. 

Important: If you click an element in a chart that is calculated, the Transaction Listing will not be updated since the calculated amount is not comprised simply by a grouping of filtered transaction records.  

As mentioned in the P& L Dashboard, clicking an element in a chart will update the Transaction Listing to only display the related data. Additionally, the filtered Dashboard can be saved. If you want to save the filtered view, click the Modified drop-down list, and click Save View to display the View Name dialog box. And then, enter a name for the current view, and select it as your default view, if necessary.

Once the new view is saved, you can access it each time you display the Revenue Dashboard. Click the My Views drop-down list, and select the view with the name that you added in the View Name dialog box. Otherwise, click the My Views drop-down list and select Clear View to return to the default view or click Manage Views to delete the view that you created, if necessary.

Note: The Modified drop-down list and the Return to Initial View icon functionality is the same for all five Dashboards.

Return to top

Revenue Dashboard - Trending Charts

Trending Charts provide the ability to set a date range by Transaction Posting Date. Therefore, the information that displays on the charts is based upon the Transaction Posting Date, and can include ranges for years, quarters, months, and/or days. You can click the Transaction Posting Date drop-down list to select a desired date range.

Note: Click here to view the above image in full screen. 

The Revenue Dashboard – Trending Charts display data in chart format for the following:

• Revenue Type Trend
• % Increase/Decrease in Revenue Trend
  • Increase/Decrease in Total Revenue
  • Increase/Decrease in Average Billing Amount
• Current Year vs. Last Year Revenue Trend
  • Revenue Current Year
  • Revenue Last Year

Note: On the Revenue Type Trend chart, if you have Sub Type 1 explicitly defined as “Other,” this category will include the “Other” transactions, as well as uncategorized (Sub Type 1 not selected) transactions.

Note: As more categories (Sub Type 1 values) are added, a horizontal scrollbar will automatically display, which provides the ability to scroll right to view all available categories.

Note: Click here to view the above image in full screen. 

You can hover over an element on a chart to view additional information.

Note: Click here to view the above image in full screen. 

If you click a chart, the Transaction Listing that displays at the bottom will update to match the selected data. For example, the selected period was April 2023, and so the sample Transaction Listing below only displays transactions for the 2023-04 Accounting Period.

Note: Click here to view the above image in full screen. 

Important: If you click an element in a chart that is calculated, the Transaction Listing will not be updated since the calculated amount is not comprised simply of a grouping of filtered transaction records.  

Similar to the Summary tab, if you filter a view, the Modified drop-down list is available to click for saving the filtered view of the Dashboard. Otherwise, you can click the Return to Initial View icon to return to the default filters.

Return to top

View the Expenses Dashboard

As with other Dashboards, the Expenses Dashboard opens on the Summary tab, with an option to view trending data on the Trending Charts tab.

Expenses Dashboard - Summary

The left side of the Expenses Dashboard - Summary displays the Expenses Summary with Operating Ratio and Total Expenses based upon a selected Accounting Period.

The Operating Ratio is calculated without regard to Cost of Goods Sold.

The Operating Ratio is calculated without regard to Cost of Goods Sold. Therefore, if you click the Cost of Goods Sold as the category on the right side of the chart, the Operating Ratio will display with a hyphen as in the sample screen below.

Note: If there are no Revenue transactions for the selected Accounting Period, the hyphen will not display.

Note: Click here to view the above image in full screen. 

The right side of the Dashboard displays a stacked chart with Expenses by Category. Each category represents the Sub Type 1 field values on the General Ledger Account.  

If you have Sub Type 1 explicitly defined as “Other,” this category will include transactions for the “Other” category, as well as uncategorized (Sub Type 1 not selected) transactions. 

As on other Dashboards, the charts on the Expense Dashboard are interactive. Therefore, when you click an Expense category in the right chart, the Operating Ratio and Total Expenses on the left will be updated based upon the selected category, and the Transaction Listing will also be updated.

The Operating Ratio for the selected Accounting Period is calculated as the Total Expenses for the Accounting Period minus the Total Cost of Goods Sold for the Accounting Period divided by the Total Revenue.

In the sample screen below: 86,500.00 (Total Expenses) – 12,300.00 (Cost of Goods Sold) / 208,200.00 (Total Revenue) X 100% = 35.6388088 (35.64%, which is the Operating Ratio in the sample screen below).

Note: Click here to view the above image in full screen. 

As you increase categories in the right chart, a vertical scrollbar will automatically display, which provides the ability to scroll through all of the available categories.

You can hover over an element on a chart to display additional information. In the sample snippet below, additional information displays for the Sales & Marketing category.

Note: Click here to view the above image in full screen. 

The last part of the Expenses Dashboard displays the Transaction Listing.

Note: Click here to view the above image in full screen. 

Clicking an Expenses Category will filter the Transaction Listing to only display the related data. Additionally, the filtered Dashboard can be saved. If you want to save the filtered view, click the Modified drop-down list, and click Save View to display the View Name dialog box. And then, enter a name for the current view, and select it as your default view, if necessary.

Once the new view is saved, you can access it each time you display the Expenses Dashboard. Click the My Views drop-down list, and select the view with the name that you added in the View Name dialog box. Otherwise, click the My Views drop-down list and select Clear View to return to the default view or click Manage Views to delete the view that you created, if necessary.

Note: The Modified drop-down list and the Return to Initial View icon functionality is the same for all five Dashboards.

Return to top

Expenses Dashboard - Trending Charts

Trending Charts provide the ability to set a date range by Transaction Posting Date. Therefore, the information that displays on the charts is based upon the Transaction Posting Date, and can include ranges for years, quarters, months, and/or days. You can click the Transaction Posting Date drop-down list to select a desired date range.

Note: Click here to view the above image in full screen. 

The Expenses Dashboard – Trending Charts display data in chart format for the following:

• Expenses by Period and Category Trend
• Current Year vs Last Year Expenses Trend
  • Expenses Current Year
  • Expenses Last Year

Note: On the Expenses by Period and Category Trend chart, if you have Sub Type 1 explicitly defined as “Other,” this category will include the “Other” transactions, as well as uncategorized (Sub Type 1 not selected) transactions.

Note: As more categories (Sub Type 1 values) are added, a horizontal scrollbar will automatically display, which provides the ability to scroll right to view all available categories.

Note: Click here to view the above image in full screen. 

You can hover over an element on a chart to view additional information.

Note: Click here to view the above image in full screen. 

If you click an element in a chart, the Transaction Listing that displays at the bottom will update to match the filtered data. For example, you clicked Expenses by Period and Category Trend for the 2023-04 period. Therefore, the sample Transaction Listing below only displays transactions

Note: Click here to view the above image in full screen. 

Similar to the Summary tab, if you filter a view, the Modified drop-down list is available to click for saving the filtered version of the Dashboard. Otherwise, you can click the Return to Initial View icon to return to the default version of the Dashboard.

Return to top

View the Balance Sheet Dashboard

As with other Dashboards, the Balance Sheet Dashboard opens on the Summary tab, with an option to view trending data on the Trending Charts tab.  

Balance Sheet Dashboard - Summary

The left side of the Balance Sheet Dashboard – Summary displays KPIs (Key Performance Indicators) Assets, Liabilities and Equity. The right side displays categories of Assets, Liabilities and Equity as configured in the Sub Type 2 field on the GL Account.

If you have Sub Type 2 explicitly defined as “Other,” this category will include the “Other” transactions, as well as uncategorized (Sub Type 2 not selected) transactions. 

Note: If you have more than four or five categories (Sub Type 2 values), a horizontal scrollbar will automatically display, which provides the ability to scroll right to view all available categories.

Note: Click here to view the above image in full screen. 

The center of the Balance Sheet Dashboard displays your Total Receivables Outstanding and Total Payables Outstanding in a chart/graph format. There is also a Receivables Outstanding Listing and Payables Outstanding Listing (as in the sample screen above), which displays all of the records (Billings/Payables that have been included in the calculation of the Total  Receivables Outstanding and Total Payables Outstanding graphs. An Aging Bucket column heading is included on the Listing.

The DSO (Customers) and DPO (Vendors) Trend information also displays on this Dashboard.

Note: You do not have to close a period to view this information.

Note: Click here to view the above image in full screen. 

The last part of the Balance Sheet Dashboard displays the Transaction Listing.

Note: Click here to view the above image in full screen. 

Clicking an element within a chart will filter the Transaction Listing to only display the filtered data. Additionally, the filtered Dashboard can be saved. If you want to save the filtered view, click the Modified drop-down list, and click Save View to display the View Name dialog box. And then, enter a name for the current view, and select it as your default view, if necessary.

Once the new view is saved, you can access it each time you display the Balance Sheet Dashboard. Click the My Views drop-down list, and select the view with the name that you added in the View Name dialog box. Otherwise, click the My Views drop-down list and select Clear View to return to the default view or click Manage Views to delete the view that you created, if necessary.

Note: The Modified drop-down list and the Return to Initial View icon functionality is the same for all five Dashboards.

Return to top

Balance Sheet Dashboard - Trending Charts

Trending Charts provide the ability to set a date range by Transaction Posting Date. Therefore, the information that displays on the charts is based upon the Transaction Posting Date, and can include ranges for years, quarters, months, and/or days. You can click the Transaction Posting Date drop-down list to select a desired date range.

Note: Click here to view the above image in full screen. 

The Balance Sheet Dashboard – Trending Charts display data in chart format for the following:

• Cash in Bank (The Cash Balance includes all GL Accounts that have been configured with the value of “Cash” in the Sub Type 2 field on the GL Account.)
  • Cash in Bank Current Year
  • Cash in Bank Last Year
• Accounting Receivable and Accounts Payable Trend
  • Outstanding Receivables Current Year
  • Outstanding Receivables Last Year
  • Outstanding Payables Current Year
  • Outstanding Payables Last Year

Note: Click here to view the above image in full screen. 

You can hover over an element within a chart to view additional information.

Note: Click here to view the above image in full screen. 

If you click an element within a chart, the Transaction Listing that displays at the bottom will update to match the filtered data.

Note: Click here to view the above image in full screen. 

Similar to the Summary tab, if you filter a view, the Modified drop-down list is available to click for saving the filtered version of the Dashboard. Otherwise, you can click the Return to Initial View icon to return to the default filters.

Return to top

View the Ledger Inquiry Dashboard

The Ledger Inquiry Dashboard allows you to drill into Ledger balances based upon selected filters. As you select filters, the Transaction Listing will update to display the transactions for the selected filters. You can then drill into any transaction back to the source document.  

Note: While you can select a specific Ledger to filter by, more than one Ledger cannot be selected since Ledger is based upon Currency.

• Accounting Period
• Source
• GL Account
• GL Account Type
• GL Account Sub Type 1
• GL Account Sub Type 2
• GL Variables 1-4
• Account
• Account Industry
• Product
• Product Family
• Product Project Task

The Transaction Listing on the Ledger Inquiry includes the following:

• Inquiry Statistics –  this numerical data includes:
  • Opening Balance – when the GL Account Type is Revenue or Expense, the Opening Balance is calculated based upon the transactions from the beginning of the year of the selected Accounting Period up to the previous period that is before the selected Accounting Period. When the GL Account Type is Balance Sheet, the Opening Balance is based upon the beginning of time (time on the system) to the previous period that is before the selected Accounting Period.
  • Inquiry Amount – this is the amount for the selected Accounting Period and the selected filters. For example, in the sample screen below, the selected Accounting Period is 2023-11.
  • Balance – this is the Opening Balance plus (+) the Inquiry Amount.
• Inquiry Result Count – this is the total number of transactions for the selected Accounting Period. The default is “All” Accounting Period.

Note: Click here to view the above image in full screen. 

As you select filters from the various drop-down lists, the Inquiry Statistics and the Transaction Listing will update to display results based upon the selected filters. The filtered Dashboard can be saved. If you want to save the filtered view, click the Modified drop-down list, and click Save View to display the View Name dialog box. And then, enter a name for the current view, and select it as your default view, if necessary.

Once the new view is saved, you can access it each time you display the Ledger Inquiry Dashboard. Click the My Views drop-down list, and select the view with the name that you added in the View Name dialog box. Otherwise, click the My Views drop-down list and select Clear View to return to the default view or click Manage Views to delete the view that you created, if necessary.

Return to top

____________________

Spring '24 Release

Release Notes and Schedule

The following updates were included with this release:

• The Profit & Loss Dashboard includes a visual indicator (values in green and red) to clearly distinguish increase and decrease amounts for the selected Accounting Period and the Last Period for Revenue, Expenses, and Net Profit / Loss.
• For the Revenue and Expense Dashboards, if you have a Sub Type 1 that is explicitly defined as “Other,” this category will include the “Other” transactions, as well as uncategorized (Sub Type 1 not selected) transactions.
• For the Balance Sheet Dashboard, if you have a Sub Type 2 that is explicitly defined as “Other,” this category will include the “Other” transactions, as well as uncategorized (Sub Type 2 not selected) transactions. The Transaction Listing will include “Other” transactions for both (if available) Assets & Liabilities.
• The Balance Sheet includes a Receivables Outstanding Listing and a Payables Outstanding Listing with an Aging Bucket column heading.
• As with other Dashboards, the Expense Dashboard is interactive. Therefore, when you click an Expense category in the right chart, the Operating Ratio and Total Expenses on the left will be updated based upon the selected category, and the Transaction Listing will also be updated.
• The Transaction Listing on the Ledger Inquiry has been updated to include Inquiry Statistics (Opening Balance, Inquiry Amount and Balance) and Inquiry Result Count (total number of transactions).

____________________

Winter '24 Release

Release Notes and Schedule

This article was new with the Winter '24 Release