Dashboards – Accounts Receivables – Overview
The Dashboards function, accessible from multiple locations within SapphireOne, empowers users to access graphical reports that utilise real-time data sourced directly from their SapphireOne data file. This feature provides dynamic insights and visual representations of data to enhance decision-making and data analysis.
User Access to Dashboards
Access to each of these Included Dashboards may be granted both on a user by user basis, and then on a menu by menu basis. This is done by going to Utilities > Controls > User Access Inquiry > Menus Page
Modifying & Deleting Included Dashboards
When it comes to the included dashboards, it’s important to note that editing, modifications and Deletions are not permitted. Users have limited options for making changes to these reports. These dashboards are designed to provide specific and unalterable insights, ensuring data accuracy and consistency.
New Dashboards (Reports palette)
New Dashboards are only created by a user from the Reports Palette on the main toolbar. These new dashboards will automatically appear as the last items at the bottom of the Report Palette menu. This placement is designed for convenient and quick access, offering flexibility to customise dashboards to meet specific needs and requirements.
User by User Dashboards
It’s important to note that any dashboards created by a user will only be displayed at the bottom of the Report Palette for that specific user who created them. This ensures a personalised and organised view of dashboards within SapphireOne.
Included Dashboards – Accounts Receivables
When the dashboard item is selected from the Accounts Receivables menu, an alert will be displayed, showcasing the included dashboard items.
Included Dash Boards:
When Dashboards is selected from the Accounts > Receivables Menu a Select Dashboard menu will be displayed.
SapphireOne has included two standard dashboards which are:
Top Client Balance.
Client Due.
Total Client Balance Dashboard
The Total Client Balance Dashboard provides a comprehensive overview of client balances in real-time, spanning a time frame of 30, 60, and 90+ days.
SapphireOne users can hover over individual columns to access tool tips containing detailed Client balances for each period, such as the 30-day period. This feature offers users a clear and concise visual representation of their Client balances, enhancing data visibility and comprehension.
Client Due Dashboard
This included dashboard offers a comprehensive view of the Total Balance Due for each Client in the data file. It serves as a valuable resource for reviewing Client Balances data through a clear and concise visual presentation. The Client Due dashboard provides SapphireOne users with a transparent overview of any outstanding costs that need settlement and tracks the movement of outstanding funds.
Additionally, SapphireOne users can hover over a specific Client they wish to examine, prompting a tool tip that displays the current balance owed by the selected Client. This feature enhances user access to crucial financial information, facilitating informed decision-making and effective financial management.
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.