My Dashboard Sections

You can customize My Dashboard to show the information that you need. These are the sections that you can add:

Section Name	Description
Account Balances	Lists all accounts in your Chart of Accounts and their balances
Aged Payables	Displays the amount of all outstanding vendor invoices in each of the aging categories and the percentage of outstanding invoices in each category.
Aged Receivables	Displays the amount of all outstanding customer invoices in each of the aging categories and the percentage of outstanding invoices in each category.
Assemblies Built/Unbuilt	Lists the assemblies that were built and unbuilt during the selected date range.
Banking Tasks Buttons	Allows easy access from My Dashboard to these tasks
Change Orders	Lists change orders for the date range you specify
Company Tasks Buttons	Allows easy access from My Dashboard to these tasks
Credit Memos	Lists customer credit memo transactions for the date range you specify
Customer Transaction Totals	Lists counts and totals for customer & sales related transactions that you can specify
Customers	Lists your customers
Customers & Sales Task Buttons	Allows easy access from My Dashboard to these tasks
Customers Who Owe Money	Lists all customers with outstanding invoices or beginning balances
Employees	Lists your employees
Employees & Payroll Tasks Buttons	Allows easy access from My Dashboard to these tasks
Expense Tickets	Lists expense tickets for the date range you specify
Finance Charges	Lists finance charge transactions for the date range you specify
Find a Report	Allows you to quickly locate and view a report or form
General Journal Entries	Lists general journal entries for the date range you specify
Inventory & Service Tasks Buttons	Allows easy access from My Dashboard to these tasks
Inventory Adjustments	Lists inventory adjustments that were made for the selected date range
Inventory Items	Lists your inventory items
Item Purchase History by Vendor	Allows you to see the purchase history of an item including which vendor the item was purchased from
Item Sales History by Customer	Allows you to see the sales history of an item including which customers have bought the item
Jobs	Lists your jobs
My Inbox	Allows you to view transactions that have been assigned to you (and possibly other users) and change the Tracking Statuses and/or Assignees for these transactions
Payments	Lists payment transactions for the date range you specify
Payroll Entries	Lists payroll checks for the date range you specify
Proposals	Lists proposal transactions for the date range you specify
Purchase Orders	Lists purchase order transactions for the date range you specify
Purchases/Inventory Received	Lists purchase transactions for the date range you specify
Quotes	Lists quote transactions for the date range you specify
Receipts	Lists receipt transactions for the date range you specify
Revenue: Year to Date	Displays a picture of your company's revenue figures from the beginning of the year to the current period
Sales Invoices	Lists sales invoice transactions for the date range you specify
Sales Orders	Lists sales order transactions for the date range you specify
Time Tickets	Lists time tickets for the date range you specify
Top Customers: Last Twelve Months	Lists your top ten customers based on gross profit figures for the last twelve calendar months
Top Vendors: Last Twelve Months	Lists your top ten vendors based on purchase totals for the last twelve calendar months
Transactions by Tracking Status	Displays a graphical view of number of transactions that are assigned each tracking status
Vendor Credit Memos	Lists vendor credit memos for the date range you specify
Vendor Transaction Totals	Lists counts and totals for vendor & purchases related transactions that you can specify
Vendors	Lists your vendors
Vendors & Purchases Tasks Buttons	Allows easy access from My Dashboard to these tasks
Vendors to Pay	Lists vendors with outstanding purchase invoices or beginning balances
Work Tickets	Lists work tickets for the date range you specify
Write Checks	Lists payments entered on the Write Checks screen for the date range you specify