Difference between revisions of "Dashboard"
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| − | <menu | + | <menu align="center" name="myMenu"> |
More Detail= | More Detail= | ||
[[Account]] | [[Account]] | ||
| Line 19: | Line 19: | ||
[[Transaction Journal]] | [[Transaction Journal]] | ||
[[Trial Balance]] | [[Trial Balance]] | ||
| − | </menu> | + | </menu> |
== '''Overview''' == | == '''Overview''' == | ||
| Line 29: | Line 29: | ||
== How to set up Dashboard == | == How to set up Dashboard == | ||
| − | *Select Utilities tab | + | *Select [[Utilities]] tab |
| − | *Select Preferences button | + | *Select [[Preferences]] button |
| − | *Select | + | *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 | *Save | ||
== Setting Dashboard Access Levels for each employee == | == Setting Dashboard Access Levels for each employee == | ||
| − | *Select Employee tab | + | *Select [[Employee]] tab |
*Select Access Levels button | *Select Access Levels button | ||
*Select the first employee that you want to change Access Levels for from the drop down list | *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. | |
*Select the applicable access level and save. Repeat for each employee | *Select the applicable access level and save. Repeat for each employee | ||
| Line 56: | Line 56: | ||
*Right Click on any section | *Right Click on any section | ||
*Select Details | *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. | |
Latest revision as of 16:27, 21 June 2011
Contents
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.
