Financials - Dashboard

Overview

The Financials Dashboard provides a number of navigational links, summary information, helpful tips and more.  Below is an example dashboard screen with a description of the various items that may be included.

Roles

This dashboard is available to users having any of the following roles:  Administrator, P&R Administrator, Billing Manager, Billing Viewer (or their alternates), AR Poster, AR User, AR Viewer, AP Admin, AP Poster, AP User, GL Admin, GL Poster, GL User, GL Viewer and GL Budget Manager.  The sections and options that appear depend on which roles a user has.

License

This dashboard is available with any of the following Unanet licenses: Project Tracking, Project Portfolio, Project Tracking Financials and Project Portfolio Financials.

Topics covered on this help page include:

• Example Dashboard

• Sub-Menu Items (on the main menu)

• My Reports

• Shared Reports

• My Lists

• Dashboard Config

• How To / Tips

You may also be interested in:

• Project Accounting > Instructional Guide    (additional Knowledge Center information)

• Billing > Instructional Guide    (additional Knowledge Center information)

• Historical Transactions & Beginning Balances    (additional Knowledge Center information)

Example Dashboard

Sub-Menu Items

Depending on each user's roles, the following sub-menu items may be available under the Financials main menu item:

• Accounts Payable

• • Vendor Invoices

  • Vendor Payments

  • Bulk Vendor Payment Creation

  • Create Vendor Invoice from Expense Reports

  • Check Print History

• Accounts Receivable

• • Customer Payments

  • Deposits

• Invoicing & Posting

• • Add Invoices

  • Billing & Revenue Post

  • Billing & Revenue Unpost  

  • Expense Report Cost Post  

  • Expense Report Cost Unpost  

  • Import Invoice

  • Labor Cost Post

  • Labor Cost Unpost

  • List Invoices

• General Ledger

• • Bank Reconciliation

  • Budgets

  • Cost Pool Calculation

  • Cost Pool Calculation List

  • Fiscal Period Close

  • Journal Entries

Clicking on the [config] link to the right of the Dashboard title, is a short cut to the Preferences >> Dashboard (Dashboards tab) where you can manage which sections will appear on the various dashboards.  

My Reports

If you have a certain report that you run on a frequent basis with the same or similar selection criteria, you can save and reuse that criteria.  Once you save a report or create an ad-hoc report, you can control which saved reports and/or ad-hoc reports will appear in your My Reports section so that you can quickly run the report directly from your dashboard (without having to supply selection criteria).   

Clicking on the [config] link is a short cut to the Preferences >> Dashboard (My Reports tab) where you can manage which Saved Reports and/or Ad-hoc Reports will appear in your My Reports listing.  Note that you can control which saved reports will appear on each of the main menu dashboard.  An example appears below:

Check out Saving Report Criteria and Adhoc Reporting for more information regarding those topics.

Shared Reports

Similar to the concept of My Reports, Administrators can define saved reports and make them available for others to run.  

Clicking on the [config] link in this section is a short cut to the Preferences >> Dashboard (Shared Reports tab) where you can manage which Saved Shared Reports will appear in your Shared Reports listing.  Note that you can control which shared reports will appear on each of the main menu dashboard.  An example appears below:

Administrators can check out Sharing Reports for more information.

My Lists

Similar to the concept of My Reports, users can define saved selection criteria for various lists for one click running (such as lists of people, list of projects, and even Project Notes selection criteria).  

Clicking on the [config] link in this section is a short cut to the Preferences >> Dashboard (My Lists tab) where you can manage which My List lists will appear in your My Lists  listing.  Note that you can control which saved lists will appear on each of the main menu dashboard.  An example appears below:

Dashboard  [config]

Clicking on the  [config] link on the dashboard title bar, will navigate you to the User >> Preferences >> Dashboard page where you can configure many of the sections on your dashboard, including which reports will appear in your left menu column, which items and in which order various controls will appear in the center section of your dashboards, etc.

How To / Tips

This section of the dashboard will contain links to additional instructions.   The tips displayed will vary depending on the user's role.  

Administrators can control which links and sections appear on the dashboards.