Finance: Dashboard

The following information can be found in the Finance dashboard:

• Total revenue for the year and comparison to last year
• Total number of open invoices
• Total open batches
• Total number of open credits with the amount
• A/R aging by category
• Revenue by month
• List of open invoices, credit balances, open batches, and unapplied payments
• Data integrity:
  • Review
    • Entity default accounts
    • Product account codes
  • Transactions
    • Unexported transactions before current month
    • Unexported transactions by date
• Recent and missing payments alerts