Organisation Home Page
The organisation home page provides some key information to help you understand your organisation.
Always visible on the home page are:
- The organisation you are currently working with and
- Aged summaries of outstanding sales invoices and unpaid supplier bills.
- Bank accounts and movements displayed in graphical form.
Notes
Click the symbol in the top right part of the screen to open the notes facility. A list of existing notes is displayed.The EDIT button open a particular note for amendment or deletion as required.
symbol in the top right part of the screen to open the notes facility.
A list of existing notes is displayed.The EDIT button open a particular note for amendment or deletion as required.
Notes posted are visible to other users of the same organisation when they log in.
Notes have a user specified "lifetime" after which they are automatically deleted; although they may be deleted by users at any time if required. N.B. Messages are to the organisation, not to individual users so a deleted message will not be visible to other users when they open the organisation.
Aged Invoice Summary
Quickly see the state of your receivables:
More detailed analysis is available via the Reports menu.
Reports - Customers - Aged Debtors
Click the green + button to navigate directly to either of the following screens: -
- Inv - Enter a new Invoice
- Cn - Enter a new credit note
- Rcv - Enter a new receipts against an invoice
Aged Bill Summary
Quickly see the state of your payables:
More detailed analysis is available via the Reports menu.
Reports - Suppliers - Unpaid Bills
Click the green + button to navigate directly to either of the following screens: -
- Bill - Enter a new Bill
- Pay - Enter a new bill payment
Bank Accounts
By default the sum of all bank account balances and movements are displayed in graphical form for the current period and the previous three periods and the next three periods.
Each individual bank account may also be displayed if it is selected to be monitored as a key account (see below).
Key Account Monitor
You may select to display the balance of any account from your chart of accounts on the home page. A common one is the balance on the current bank account.
To display an account balance on the home page list the accounts from the Accounts menu and click on the target symbol on the left side. To remove from the home page click the target symbol again.