Using the AgExpert Analyst Dashboard

The Analyst dashboard provides a quick view of your farm accounting system. It includes a summary look at:

• your bank accounts and their balances
• the five most recent transactions that you’ve recorded
• your totals for A/R, A/P and inventory
• the date of the last payroll remittance, GST/HST and PST returns
• the fiscal year that you’re currently working on

The dashboard gives you quick and easy access to some of your accounting system’s more important features. This includes the Transaction Entry dialogue box, Inventory Adjustment dialogue box, Bank Reconciliation tool, Income and Expense report, net worth statement, GST/HST return, and PST return. You can use links to access these features. You don’t have to navigate through the menus to find what you’re looking for.

The dashboard appears when you open a database. If isn’t visible, select AgExpert Analyst Dashboard from the Windows menu.

Last updated on October 10, 2014 by FCC AgExpert