Updated Articles

  1.  Proper Methods of Logging off a Hosted Server

    Properly logging off of Standard Remote Desktop connection or Remote Application is important because disconnecting and reconnecting sessions can lead to end users having performance issues. The proper log out procedures differ slightly depending on...
  2. Vendor Analysis Dashboard

    This dashboard is based on data from a scheduled extract that occurs daily. Details The Gross Amount Billed By Vendor displays the total dollars spent by vendor based on AP Bills. If the data has Profit Centers set up with locations, the Gr...
  3. Purchase Order Analysis Dashboard

    The Purchase Order Analysis dashboard provides summary level information and detail about Purchase Orders. Details Order amounts, including received and unreceived, can be viewed by Vendor , Location , Department , and Product . The PO Lis...
  4. Cash Needs Analysis Dashboard

    This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Cash Needs dashboard reflects unpaid AP Bills for the entire company. Details The Bills Due this Month information reflects the current calendar month. ...
  5. Product Cost Variance Dashboard

    This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Product Cost Variance dashboard displays a graphical view of cost variance across locations. This helps to identify outliers and possible costing errors. D...
  6. Dormant Product Dashboard

    This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Not on Invoice tab displays products not included on any Invoice for the current data. The Zero Sum Quantity tab displays products that have been invoi...
  7. Out of Balance - Cash on Hand GL Accounts and Undeposited Totals Dashboard

    Purpose This dashboard gives the ability to see if undeposited payments and journal entries do not match the current balance of the Cash on Hand account. Details Filter account information across the dashboard by selecting the desired account....
  8. Cash Flow Dashboard

    Purpose The Cash Flow dashboard displays the inflow and outflow from operations, investing, and financing. The year-to-date number displays at the top followed by the current fiscal month then the prior fiscal month. Details Cash flow is set u...
  9. Budget Forecast Analysis Dashboard

    This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Budget Forecast Analysis dashboard displays a comparison of Budget to Forecast. Comparisons are broken down by Profit Center , Current or Fiscal Month ,...
  10. Balance Sheet Analysis Dashboard

    Purpose The Balance Sheet Analysis dashboard gives a balance for asset, liability, and capital G/L accounts. This dashboard displays the balances for account types based on filters selected. A year over year comparison and account detail by acco...