Finance Manager

This homepage is provided as a standard page and is aimed at the finance manager role. The homepage provides information on how the company performs financially.

These widgets are available on this homepage:

Finance Manager Context Selection
Used to set the filters to view the required data. Data is displayed based on these filters:
  • Financial company
  • Taxonomy
  • Year
  • Period
  • Include non-finalized transactions
Days Sales Outstanding
Displays the average number of days a company needs for collecting the receivables.
Days Inventory Outstanding
Displays the working capital management ratio for the selected period.
Accounts Payable Ratio
Displays the number of times the payables are credited.
AR Ratio
Displays the receivables ratio.
Top 20 Customers
Displays the top 20 customers based on the revenue.
Top 20 Suppliers
Displays the top 20 suppliers based on the amount paid and the limit.
Bank Balances
Displays the summary of bank balance entries.
Unposted Bank Statement Lines
Displays the summary of unposted bank statement lines.
Unprocessed Purchase Invoices
Displays the summary of unprocessed invoices.