Widget types
The widgets dashboard consists of Trial Balance, Overdue Invoice, and Open Invoice widget types.
Trial Balance
A Trial Balance widget contains these fields:
- Company
- The company where the data is coming from. It could be a Company Group containing the list of companies added to the report.
- Accounting Unit
- The specific level containing the set of accounts.
- Account Number From
- The starting range of the Account Number to be filtered.
- Account Number To
- The ending range of the Account Number to be filtered.
- Sort Field
- Identifies which type of balances (Posted, Beginning and Ending Balance) is sorted.
- Sort Order
- The arrangement of account balances; whether the data is displayed in ascending or descending order.
Overdue Invoice
An Overdue Invoice widget contains these fields:
- Vendor
- A valid vendor for the invoice. Additional required field for Overdue Invoice.
- Currency
- Represents the currency of the invoice.
- Aging Periods
- Defines the set of aging periods used for aging invoices.
Open Invoice
An Open Invoice widget contains these fields:
- Process Level
- The process level included in the report.
- Operator
- The list of employees to include on the Open Invoice widget. If left blank, the top 10 employees who processed the most number of invoices are displayed.
Note: The filters for the widget types are optional fields. If left blank, the first record in the report is shown as the default data.