Defining widgets on your home page
Once the Widget pane has been added to your Home Page, click to display the Setting dialog, and complete the following information as required:
- Account Balance Comparison - Business Unit, Amount Type, Account One, Account One Period, Account Two, and Account Two Period.
- Account Credit Limit - Business Unit, Account, Colour, Threshold (%), and an option to include Pending Orders. Check the pending orders check box to include the credit balance for invoices which have had postings generated but not yet posted to the ledger.
- Functions - Select the required Functions.
- Reports - Name, Function Code, Report Address, and Report Name.
- URLs - Name, Function Code, and URL Link.
- Period End - Business Unit, Calendar, Use the ledger current period, Select Period, Alert within number of days, and colour.
- Pins - this is used for functions that support creating a pin, such as, Chart of Accounts. When the Pin indicator is enabled, the Pin record is created, and is displayed on your Home Page. You can then drill back to open a new session and open the record.