Finance Dashboard for Accountants

Modified on Tue, 2 Jun at 11:08 AM

Guide to a dedicated dashboard that brings together functions and information tailored to an accountant or finance manager

TABLE OF CONTENTS

Purpose

A dedicated dashboard that gathers relevant information and functions for an accountant, giving a quick and easy overview of the company's figures.

Note: The finance dashboard can be set up as needed, and is often linked to a dedicated access level for the accountant/finance manager.

From the finance dashboard you will find:

If you want to import payments against invoices in Telaris, an OCR file from the bank is used.

Report on imported OCR files.

For manually registering a payment against an invoice in Telaris.

Batch transfer for sending invoices and payments etc. to an integrated accounting program, or for downloading batch files for import.

Figures per month + graph of revenue.

Shows the order list with order status of invoiced and partially invoiced orders.

Invoice list with export options.

Shortcut to the ledger view of invoices in Telaris.

List at the bottom of the dashboard showing all invoices that have been matched in OCR import.