Widgets overview

Click Add Widgets to display a list of available widgets.

To add a widget to your home page, select the widget you require, then drag and drop it at the required location. To set up the widget, click Add and complete the settings information.

These widgets are included with SunSystems:

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.

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.

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 that 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.

Recent Integrations

Displays your recent integrations.

Pinned Storage Items

Use this section to include shortcuts to regularly accessed storage items.

Run Integrations

Displays integrations that you want to run regularly.