How To Customize Your Dashboard
What you need to know:
AgExpert Accounting allows you to customize your Dashboard screen to provide the best experience for your business needs. You can see critical data with the click of a button, all on one screen. The dashboard allows you to view the following information: Pending Transactions, Recent Transactions, Profitability YTD, Business information, Bank Accounts, Credit Cards, Accounts Receivable, Accounts Payable.
What you need to do:
Decide what metrics are most important to see at a glance. You can use the detailed description of each metric in the Appendices below as a guide.
Once your metrics are selected, you can organize and re-size them on your dashboard.
How to (Step by Step):
To select the tiles you wish to see on your dashboard:
Select Customize to bring up the overlay.
Click on the Add/remove drop-down menu to show a list of all available tiles.
Check any tiles you wish to see and unselect any you want removed from your dashboard.
Click Save when finished customizing your dashboard.
To move tiles around on your dashboard:
Click Customize to bring up the overlay.
Move your mouse cursor over a tile until you see the multi-directional arrow icon.
Click and hold your left mouse button. You can now slide the tile to another spot on the screen. As you move around the screen, it will displace other tiles to accommodate the selected tile.
Tip: You can change the size of the tile at this point by selecting Medium or Large. You can also remove the tile at this point by selecting Remove.
Continue the same process with other tiles until you reach your desired configuration. Click Save.
Note: Once in the overlay, you can click Reset to restore the dashboard to its default setup. In the overlay, you can also click Cancel at any time to not make changes to the dashboard.
Appendices
Pending Transactions: This tile links to your Pending Transactions screen and includes a count of the number of outstanding items there.
Recent Transactions: This tile displays the last seven transactions you have entered into AgExpert Accounting, along with links to access them. There is also a drop-down menu allowing you to start a new transaction and a link to the Transaction Search page.
Profitability YTD: This tile shows Sales and Purchases totals for the fiscal year to date, as well as your current Net Income. You can use the drop/down menu to choose between Cash and Accrual reporting.
Business information: This tile shows your fiscal year-end, Inventory value, next CRA remittance date, next WCB/WSIB remittance date, and next GST return date.
Bank Accounts: This tile shows a list of your active bank accounts, their account number in your chart of accounts, and their respective balances. It also includes a count of those accounts.
Credit Cards: This tile shows a list of your active credit cards, their account number in your chart of accounts, and their respective balances. It also includes a count of those accounts.
Accounts Receivable: This tile shows a total of outstanding receivables, the amount overdue, and a list of all customers and their current balances.
Accounts Payable: This tile shows a total of outstanding payables, the amount overdue, and a list of all suppliers and their current balances.
Financial Ratios: This tile shows a variety of liquidity, profitability, solvency and utilization ratios. Select the Gear icon to select which ratios you wish to see.
Still have questions? Contact support
Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the Question Mark Icon in the top right of AgExpert Accounting at any time.