Dashboard - Revision history

Simon Clive at 05:27, 21 June 2011

2011-06-21T05:27:07Z

Simon Clive at 05:26, 21 June 2011

2011-06-21T05:26:39Z

Simon Clive at 05:25, 21 June 2011

2011-06-21T05:25:13Z

Eliza at 23:33, 8 March 2011

2011-03-08T23:33:48Z

Andrew at 01:44, 14 February 2011

2011-02-14T01:44:17Z

Admin at 05:31, 21 January 2011

2011-01-21T05:31:59Z

Admin: Created page with " More Detail= Account Accounting Concepts Account Types Accounts List Accounts Reports Balance Sheet BAS Report [[BAS R..."

2011-01-21T04:48:37Z

Created page with "<menu name=myMenu align=center> More Detail= Account Accounting Concepts Account Types Accounts List Accounts Reports Balance Sheet BAS Report [[BAS R..."

New page

<menu name=myMenu align=center>
More Detail=
[[Account]]
[[Accounting Concepts]]
[[Account Types]]
[[Accounts List]]
[[Accounts Reports]]
[[Balance Sheet]]
[[BAS Report]]
[[BAS Report List]]
[[Cash Flow Forecast]]
[[Cash Flow Statement]]
[[Dashboard]]
[[Journal Entry]]
[[Journal Entry List]]
[[Profit & Loss]]
[[Retained Earnings]]
[[Summary Sheet]]
[[Transaction Journal]]
[[Trial Balance]]
</menu>

== '''Introduction''' ==

@@ Line 56: / Line 56: @@
 *Right Click on any section
 *Select Details
-**This will display the detailed report which is summarized by this section of the dashboard.
+*This will display the detailed report which is summarized by this section of the dashboard.
 *Right Click on any section of the dashboard and select [[Sales Ratio]]
-**This will swap the Sales Ratio summary with the section you have clicked on. Right click and select the item you want to swap back. Doing this you can rearrange the layout and content of the dashboard.
+*This will swap the Sales Ratio summary with the section you have clicked on. Right click and select the item you want to swap back. Doing this you can rearrange the layout and content of the dashboard.

@@ Line 43: / Line 43: @@
 *Select the first employee that you want to change Access Levels for from the drop down list
 *Select the [[Employee]] tab
-**You should now see Dashboard in the list of items. Only two access levels are applicable to Dashboard.
+*You should now see Dashboard in the list of items. Only two access levels are applicable to Dashboard.
-**They are:
+*They are:
-**"Full with Delete" to give the employee access
+*"Full with Delete" to give the employee access
-**or
+*or
-**"No Access" to deny access.
+*"No Access" to deny access.
 *Select the applicable access level and save. Repeat for each employee

@@ Line 32: / Line 32: @@
 *Select [[Preferences]] button
 *Select [[Account]]s tab
-**Enter the Company Income Tax Percentage. This is the nominal rate for estimating net profit/loss.
+*Enter the Company Income Tax Percentage. This is the nominal rate for estimating net profit/loss.
 *Select [[Utilities]] tab
-**Here you can turn the Dashboard on or off. If turned off, it is turned off for everyone. If turned on you can control who sees it under Access Levels. When turned off the reminders list is displayed in its place.
+*Here you can turn the Dashboard on or off. If turned off, it is turned off for everyone. If turned on you can control who sees it under Access Levels. When turned off the reminders list is displayed in its place.
 *Save

@@ Line 1: / Line 1: @@
-<menu name=myMenu align=center>
+<menu align="center" name="myMenu">
 More Detail=
 [[Account]]
@@ Line 19: / Line 19: @@
 [[Transaction Journal]]
 [[Trial Balance]]
 </menu>
 == '''Overview'''  ==
@@ Line 29: / Line 29: @@
 == How to set up Dashboard  ==
-*Select Utilities tab
+*Select [[Utilities]] tab
-*Select Preferences button
+*Select [[Preferences]] button
-*Select Accounts tab
+*Select [[Account]]s tab
 **Enter the Company Income Tax Percentage. This is the nominal rate for estimating net profit/loss.
-*Select Utilities tab
+*Select [[Utilities]] tab
 **Here you can turn the Dashboard on or off. If turned off, it is turned off for everyone. If turned on you can control who sees it under Access Levels. When turned off the reminders list is displayed in its place.
 *Save
@@ Line 39: / Line 39: @@
 == Setting Dashboard Access Levels for each employee  ==
-*Select Employee tab
+*Select [[Employee]] tab
 *Select Access Levels button
 *Select the first employee that you want to change Access Levels for from the drop down list
-*Select the Employee tab
+*Select the [[Employee]] tab
 **You should now see Dashboard in the list of items. Only two access levels are applicable to Dashboard.
 **They are:
 **"Full with Delete" to give the employee access
 **or
 **"No Access" to deny access.
@@ Line 57: / Line 57: @@
 *Select Details
 **This will display the detailed report which is summarized by this section of the dashboard.
-*Right Click on any section of the dashboard and select Sales Ratio
+*Right Click on any section of the dashboard and select [[Sales Ratio]]
 **This will swap the Sales Ratio summary with the section you have clicked on. Right click and select the item you want to swap back. Doing this you can rearrange the layout and content of the dashboard.

← Older revision		Revision as of 01:44, 14 February 2011
Line 21:		Line 21:
	</menu>		</menu>

−	== '''Overview''' ==	+	== '''Overview''' ==
		+
		+	The ERP Dashboard gives you a snapshot of the the companies performance for the current financial year. It can be configured to pop up each time you access ERP and can be turned on or off for each employee using Access Levels. By default Dashboard is turned on for everyone.
		+
		+	The Dashboard can also be accessed at any time by selecting the Accounts tab and then Dashboard button
		+
		+	== How to set up Dashboard ==
		+
		+	*Select Utilities tab
		+	*Select Preferences button
		+	*Select Accounts tab
		+	**Enter the Company Income Tax Percentage. This is the nominal rate for estimating net profit/loss.
		+	*Select Utilities tab
		+	**Here you can turn the Dashboard on or off. If turned off, it is turned off for everyone. If turned on you can control who sees it under Access Levels. When turned off the reminders list is displayed in its place.
		+	*Save
		+
		+	== Setting Dashboard Access Levels for each employee ==
		+
		+	*Select Employee tab
		+	*Select Access Levels button
		+	*Select the first employee that you want to change Access Levels for from the drop down list
		+	*Select the Employee tab
		+	**You should now see Dashboard in the list of items. Only two access levels are applicable to Dashboard.
		+	**They are:
		+	**"Full with Delete" to give the employee access
		+	**or
		+	**"No Access" to deny access.
		+	*Select the applicable access level and save. Repeat for each employee
		+
		+	== How to modify the dashboard ==
		+
		+	*Select Accounts tab
		+	*Select Dashboard button
		+	*Right Click on any section
		+	*Select Details
		+	**This will display the detailed report which is summarized by this section of the dashboard.
		+	*Right Click on any section of the dashboard and select Sales Ratio
		+	**This will swap the Sales Ratio summary with the section you have clicked on. Right click and select the item you want to swap back. Doing this you can rearrange the layout and content of the dashboard.

@@ Line 14: / Line 14: @@
 [[Journal Entry]]
 [[Journal Entry List]]
-[[Profit & Loss]]
+[[Profit and Loss]]
 [[Retained Earnings]]
 [[Summary Sheet]]
@@ Line 21: / Line 21: @@
 </menu>
-== '''Introduction''' ==
+== '''Overview''' ==