On Your Radar

This widget displays all the urgent and important tasks that a Finance Manager must perform.

The widget comprises of matrices that display the count of urgent and important tasks. You can click a matrix to view the data related to these tasks in the Required Actions widget. These are the available matrices:
  • On Hold: This matrix displays the total amount of customers transactions that are on hold due to financial constraints.
  • Unresolved A/R Transactions: This matrix displays the amount of unresolved A/R transactions.
  • Unresolved A/P Transactions: This matrix displays the amount of unresolved A/P transactions.
  • Unreconciled Bank Transactions: This matrix displays the amount of bank transactions that have discrepancies with the internal records.