Accounts are used to group financial transactions posted from Journal Entry or other programs like Accounts Payable or Accounts Receivable. Accounts show increases, decreases, an ending balance, and other accounting elements that provide a means for creating financial statements. To quickly assess your organization's account activity, select Accounts (by month, quarter, or year) from Analysis, Dashboards for a dashboard of key metrics.
Note that the accounts dashboards only include accounts that a user has rights to access.
Tip: When you add a dashboard, you can enter a nickname to help you easily identify and work with it. For more information, see Manage Dashboards.
Note: When you apply a filter, all metrics in the dashboard are updated. For more information, see Accounts Analysis Filters.
Under Summary, you can — at a glance — review metrics for your organization's, such as actual amount spent vs. an account's budgeted amount, based on the filters. To view more details, select the metric. For more information, see Accounts Summary.
Under Budget vs. actuals, you can analyze account details around the amount spent vs. the amount budgeted per month. For more information, see Accounts Budget vs. Actuals.
Under Top 10 accounts, you can view how well accounts are performing against their budgets. For more information, see Top 10 Accounts.