Dashboard

The Dashboard contains two widgets that you can customize to show a snapshot of information from any Financial application. Many of these widgets can be modified in varying ways. Some widgets contain a Refresh button that can be clicked to update the displayed information.

Accounts Payable by Due Date

The Accounts Payable by Due Date widget displays vendors with open invoices in a grid with columns for Vendor, Inv. #, and Amount. The number of invoices and the total amount are summarized below the grid, and a pie chart is displayed on the right.

Select a due date from the drop-down list, or select Total to view all dates.
Click Refresh to update the results.

Bank Balances

The Bank Balances widget displays the Beginning Balance, Deposits, Withdrawals, Checks, Voids, and Ending amounts for the currently selected bank account. A graph is shown on the right. These amounts do not come from the General Ledger.

The Beginning Balance equals the ending balance of the most recent reconciliation for the selected bank account. The Deposits, Voids, Checks, and Withdrawals amounts reflect only outstanding items. The Ending amount is calculated from the prior fields.

Select All Bank Accounts to view a grid displaying each Bank Account and Ending Balance, along with a total ending balance.
Click Refresh to update the results.

Note: The Bank Balances widget displays only bank accounts the user has permission to view. If a user's rights change, click Refresh on the widget to update the displayed accounts.

Budget Compared to Actual

The Budget Compared to Actual widget displays two charts: one showing Actual for Period and Budget for Period, and another for Actual YTD and Budget YTD. These amounts may be consolidated if you are using General Ledger Plus.

Click the Select Accounts link to choose All Income Accounts or Selected Accounts.
If you choose Selected Accounts, use the Special Reports Title to choose the special report you want, and the Line Description where the accounts you wish to display are assigned.
Click Save to save your selections.
Click the Export to Excel^® icon to download a .xlsx file of the currently displayed data.
Click Refresh to update the results.

Deposit Accounts

The Deposit Accounts widget displays a list of all accounts as well as a drop-down list of account types. The grid displays the Name, Inception Date, Account#, and Ending Balance for each listed account. Below the grid, the # Accounts and total ending balance are displayed. A pie graph on the right displays the total ending balance for all account types, broken down by account type.

Select an account type from the drop-down list to display only accounts related to that type.
Hover over the pie graph to view the ending balance for each account type.

Fixed Asset Values

The Fixed Asset Values widget consists of three drop-down lists, a grid, and a pie graph.

Select how you want to view information from the first drop-down list (e.g., Room, Asset Account).
Select a subset from the second drop-down list to filter what displays in the grid based on the first selection.
Select what information to display in the pie graph from the third drop-down list. The pie graph breaks down the data by the selection in the first drop-down and ignores the second drop-down entirely.

For example, selecting Room in the first drop-down and Cost in the third drop-down causes the pie graph to display cost broken down by room.

Insurance Billing Plans

The Insurance Billing Plans widget displays insurance plan names and the number of employees enrolled in both a grid and a graph. Select a specific insurance type from the drop-down list, or select All Types to view all insurance types.

Loans With Balance Due

The Loans With Balance Due widget displays the Account #, Name, Last Payment, and Amount Due in a grid and graph. Select a specific loan type from the drop-down list, or select All Types to view all loan types.

Main Content Tasks

The Main Content Tasks widget contains links to commonly used tasks within the current application.

My Status

The My Status widget lets you select queries to quickly access from the Dashboard.

To configure the widget:

Click the Select link to access the My Status - Selections area.
Drag items horizontally between the Available Options and Selected Options columns to choose which queries to display.
Drag options vertically to reorder the Selected Options column.
Click Save to return to the My Status page.

Tip: Drag items between columns rather than using the >> and << buttons, as those buttons move all items.

To view query details:

Click the View Details icon next to any query to see detailed results.
Click the Export to Excel^® icon to download a .xlsx file of the displayed results.

See the Tips for using the Financials article for more information on how to use the My Status widget.

None

Selecting None displays a very small version of the widget as a placeholder with "Select Control" displayed in the header. You may want to display only one widget due to your screen size, resolution, or other factors.

Payroll Distributions

The Payroll Distributions widget displays a grid of all distributions, with amount totals, within a selected date range. A pie chart is displayed on the right.

Select the Beginning Date and Ending Date.
Click Refresh to update the results.

Payroll Scheduled Time Off

The Payroll Scheduled Time Off widget allows you to view and approve time-off requests, sorted by Home Department.

Select the year from the drop-down list.
Select what time off to show: Show Pending, Show Approved, or Show All.
Click Refresh to refresh the grid. Employees display with an Approved check box. A checked box indicates no pending time off. An unchecked box indicates at least one pending request.
Check the Approved box next to an employee's name to approve all of their pending requests.
Click the Expand icon next to any employee to view the time off details. Columns include Date, Day, all Time Off types, Approved, and the current request status.
Check the Approved column next to any date you want to approve individually.

Pension Plans

The Pension Plans widget displays pension plan names and annual amounts in a grid and graph. Select a specific district from the drop-down list, or select All Districts to view all pension plans.

Purchasing Management

The Purchasing Management widget displays a grid of purchase orders that match your selection. Encumbrances are shown on the right.

Select a filter from the drop-down list: Awaiting my approval next, Awaiting my approval, Unapproved, or Approved.
If you select Unapproved, select the approval path from a second drop-down list.
Click the Edit icon to view the details of an item in the grid.

Quick Links

The Quick Links option displays all menu options at once in columns. The first options displayed are the Modify options, where you typically configure the application. After that, options are listed in order by Enter, Manage, View, and then Utility, which matches the order on the top menu.

Receivable Invoices Outstanding

The Receivable Invoices Outstanding widget displays the Invoice Aging for the selected Revenue Centers and/or Sources. The following totals are displayed: Current, 31-60, 61-90, 91-120, and 121 & over.

Click a link for any time frame to view the associated amounts and details.
Expand the details for any name in the grid.
Click the Export to Excel^® icon to export the details to an Excel file.
Click Close to return to the previous page.
Click Refresh to update the results.

Remittance Pledges

The Remittance Pledges widget displays a list of pledges for each activity.

Select the Date Receipts Thru that you want to view. The Percent of the year completed is based on the date chosen. The grid includes the following columns: Seq., Activity, Annual, YTD Expected, YTD Paid, Outstanding, and % Paid.

Updated June 05, 2026 15:59