About the Accounting User Main Dashboard

The main dashboard for the Accounting User profile includes the following elements from left to right:

• Actions Button Bar: The Accounting Actions and Orders Actions buttons provide an easy way to switch to the Accounting dashboard and the Order Entry dashboard. These dashboards provide access to accounting and orders-related functionality, as described in About the Accounting User's Subscribed Applications.
• Most Recently Used Items: This part displays the user's most recently used records and views. See the Aptify 5.5 User Guide for details.
• Unapproved Cash Control Batches: This view displays open cash control batches that have not yet been approved.
• Aggregate Sales by Year: This chart plots the total order sales by year. A user can also drill down into a particular year to see a list of qualifying orders. The drill-down view also includes a view hierarchy for order lines so the user can drill even deeper into the order details of a particular record.
• Revenues: Last 90 Days by Source: This pivot table displays the revenue from orders taken over the last 90 days grouped by the Order Source (such as Phone, Web, etc.). Note that this pivot table is collapsed by default but a user can expand and collapse dashboard parts as needed using the caption button (click the plus sign to expand and the minus sign to collapse).
• Anticipated Revenue Recognition (Next 90 Days): This pivot table displays the revenue that is expected to be recognized over the next 90 days based on the Transaction Date for the Scheduled Transactions in the system. Note that this pivot table is collapsed by default but a user can expand and collapse dashboard parts as needed using the caption button (click the plus sign to expand and the minus sign to collapse).