Accounting - Dashboard

Open Finance > Reports > Accounting > Dashboard.

Financial overview

The financial overview prepares relevant values from the FINANCING and ACCOUNTING applications.

Company overview

Evaluations are displayed graphically here. The button at the bottom allows you to select other evaluations. The circle symbol opens a form in which you can configure the widget.

Set widget

Click on the circle symbol of a widget and select Settings to open the following form:

Accounting overview

Here you receive information about your company, updates, upcoming bookings and the next items to be dunned.

Update basic data

The upgrade information also tells Scopevisio customers whether basic data should be updated. The Update basic data link opens the form shown. Click on Perform update to update the basic data. If data conflicts are displayed, these can be resolved using the Resolve conflicts button.

Overall statistics

The overall statistics are a system check. The most important system parameters per company are displayed with the number of associated data records. You can also check the financial accounting data for consistency.