Dashboards – Accounts Receivables – Overview
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.
