AR Cash Forecast (My)

The My AR Cash Forecast dashboard is similar to the AR Cash Forecast (All) dashboard with the exception that it only will display the Clients assigned to the Account Executive that is logged in. The dashboard displays ALL clients, in a grid format, who have an outstanding invoice total amount (includes the On Account amount in the total balance). It displays their overall average number of days from the original invoice date to remit payment and the current month plus three months forecasted possible payments.

A filter is available to narrow down the outstanding invoices that display. The available filter options are:

To print the AR Cash Forecast, click the Print icon. To export the Client Aging Invoice listing to Excel, click the Export to Excel icon.

Security and Setup

Click here to view a listing of all applications, reports and dashboards that use Limit User Security.

Advantage | Security | Group Setup or User Setup | Application: Webvantage | Finance and Accounting | Dashboards | AR Cash Forecast (My) - Grants access to the application.
Advantage | Security | User Setup - Client Division Product Tab - or Advantage | Maintenance | Accounting | Employee - Security & Passwords Tab - Client Division Product Tab - Limits user to specific Clients, Divisions and Products. Office limitations can also apply.
Advantage | Security | User Setup - Offices Tab - or Advantage | Maintenance | Accounting | Employee - Security & Passwords Tab - Office Tab - Limits user to specific Offices based on Job/Job Component, Client/Division/Product, Employee, Vendor and/or GL Accounts.
Advantage | Security | Group Setup or User Setup | Application: Advantage or Webvantage | Maintenance | General | My Dashboard Definition - The results are controlled by the settings in My Dashboard Definitions.