Widgets overview
The following widgets are provided with the SunSystems Web application:
Account Balance Comparison
This allows you to compare financial balances between pairs of accounts, with a visual style to show the difference between the accounts.
Prerequisites to using this widget are:
- Data must be generated using Ledger Balance Configuration (LBC) for the business units required.
- A corresponding SunSystems reporting data model must be generated for each business unit required.
Account Credit Limit
This displays the current balance of an account.
This widget provides you with a high level, real time, view of a given customer or supplier account balance against the credit limit set on that account.
It uses Ledger Balance Configuration (LBC) to calculate a current balance for the account entered in the widget settings. The credit limit set on that account is then used and the difference between them is shown. This allows you to set visual alerts by setting a threshold value. For example, if the credit limit is nearing being reached, the colour of the account can be set to change from green to red.
You can then drill down to the account record from the widget.
This widget can also be used to monitor certain account balances at particular times in the financial year, even when no credit limit has been set.
Ledger Balance Management (LBM) must be run regularly to keep the balances up-to-date with the ledger. See Integration Configuration Help >> Updating Ledger Balances for more information.
- Data must be generated using Ledger Balance Configuration (LBC) for the business units required.
- A corresponding SunSystems reporting data model must be generated for each business unit required.
Functions
Use this to group your favourite Functions together.
An unlimited number of functions may be added to this widget.
Reports
Use this to group your favourite Reports together.
An unlimited number of reports may be added to this widget.
URLs
Use this to group your favourite URLs together.
An unlimited number of URLs may be added to this widget.
Period End
Shows a countdown to period end.
The prerequisite to using this widget is:
Financial Calendars (FCS) must be set up, although do not need to be functionally used in the system if not required.
Pins
You can define record specific links, for example, a link to a commonly used payment run profile, a particular account record, or any specific transaction of interest. You can then drill back into SunSystems from the Home Page.
There is a limit of 50 pins.
Recent Activity
This displays your viewing history in SunSystems. It displays the last 20 records you have viewed or edited, and you can drill down into the data if that is available for the function.