STEP 1 - Access
Click on Finance > Dashboard.
STEP 2 - Understanding the Dashboard
At the Top (Red Section):
You’ll see Receivables and Accounts Payable that are overdue.
Filters:
Below, you can filter data by:
Time Period
Currency
Office
Receivables Section
This section displays:
Paid: The total amount received.
Pending: The total amount still to be received.
Overdue: The total value of overdue installments.
General Total: The sum of Paid, Pending, and Overdue amounts.
Action:
If you want to manage your receivables, click on "Go to Receivables."
Accounts Payable Section
This section displays:
Paid: The total amount paid.
Pending: The total amount still to be paid.
Overdue: The total value of overdue payments.
General Total: The sum of Paid, Pending, and Overdue amounts.
Action:
If you want to manage your payables, click on "Go to Accounts."
Balance Section
The Balance is the difference between Receivables and Accounts Payable, showing your agency's financial result for the selected period.
Future Projections:
Above the balance, there’s a button labeled "View Future Projections".
Click it to see a 12-month financial forecast.
Other Sections:
Gains or Summary:
To view detailed information about Gains or the Summary, click:
"Go to Gains" or
"Go to Summary", respectively.
Gains by Supplier:
This section breaks down:
Categories of Gains: Shows where your revenue is coming from.
Categories of Discounts: Displays discounts applied.
Totals: The total amounts are displayed at the bottom.
Accounts by Category:
Here, you’ll see a categorized breakdown of your Accounts Payable and their respective values.
If you still have questions, please contact support or reach out via WhatsApp.