Accounting Dashboard

The Accounting Dashboard is comprised of three sections: Current Ratio Graph, Current Ratio and Direct Expense Alert.

Current Ratio Graph

Displays the current assets from the balance sheet divided by the current liabilities from the balance sheet based on a select period of time in graph form.

Filter

• Period Range - Select the periods from the dropdown. The default period range is set in Advantage | Maintenance | Management | Agency Builder.

• Office - The option to filter the results based on Office is available by selecting an Office from the Office dropdown and clicking Refresh.

To print the Current Ratio Graph, click the Print icon.

The Dashboard results are limited by Office using the Employee Office Limits security application in Advantage | Security | Employee Office or in Advantage | Maintenance | Accounting | Employee - Security & Passwords tab.

Current Ratio

Displays the current assets from the balance sheet divided by the current liabilities from the balance sheet based on a select period of time. A colored flag will indicate if the ratio and the goal set in Agency Builder have been met.

Filter

• Period Range - Select the periods from the dropdown. The default period range is set in Advantage | Maintenance | Management | Agency Builder.

• Office - The option to filter the results based on Office is available by selecting an Office from the Office dropdown and clicking Refresh.

To print the Current Ratio, click the Print icon.

The Dashboard results are limited by Office using the Employee Office Limits security application in Advantage | Security | Employee Office or in Advantage | Maintenance | Accounting | Employee - Security & Passwords tab.

Direct Expense Alert

Displays expenses that are equal to or greater than the dollar limit determined in Agency Builder Maintenance.

Direct Expense Details - Click on the Magnifying Glass to view details of the Direct Expense.

Documents - Click the Documents icon to view the documents uploaded to the Accounts Payable. Click here to view more information regarding Documents.

Filter

• Period Range - Select the periods from the dropdown. The default period range using the End Period entered in the Advantage | Maintenance | Management | Agency Builder.

• Office - The option to filter the results based on Office is available by selecting an Office from the Office dropdown and clicking Refresh.

To print the Direct Expense Alert, click the Print icon.

The Total amount is an accumulated total for all Expense Reports included, not just the Expense Reports currently displayed on the page.

The Dashboard results are limited by Office using the Employee Office Limits security application in Advantage | Security | Employee Office  or in Advantage | Maintenance | Accounting | Employee - Security & Passwords tab..
Documents - Standard Document security applies.