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The new Exact Online financial dashboard! What do you need to know?

Written by Judith van Wissen on . Posted in Exact Online

Soon the new financial dashboard will be generally available for all customers. Earlier this year the financial dashboard was one of the first features that was made available via Early Access where our existing users could get used to this dashboard. Exact Online Accounting users who started with Exact Online in November are already working with the dashboard.

Let’s start with why we have a new financial dashboard. We wanted you to have one central starting point for accounting in Exact Online. From the dashboard you have direct insight into how much money you have, how much you will receive, and how much money you owe. But it also serves as a main entrance to Exact Online’s main accounting functions.

What do you need to know?

The new financial dashboard consists of six sections:

  1. Overview (identified by your company name)
  2. To do (identified by the bell icon)
  3. Bank / Cash
  4. Sales
  5. Purchase
  6. Result

How do I navigate the financial dashboard?

You can open or close the dashboard sections with the arrows. You get more information when the section is open. The dashboard remembers whether you have opened or closed a section.

What does the To do section in the top right corner do?

The To do section displays financial and general tasks you need to complete, such as your VAT return or reminders to send to your customers. When you click on the General, Bank / Cash, Sales, or Purchase segments, the corresponding section expands. Click the bell icon to expand all the segments at the same time. Now you can see all the tasks that are open and start to complete them.

How can I create bank, cash, sales, purchase and general journal entries?

You can find all actions in the blue buttons or in the drop-down menus in the Bank / Cash, Sales, Purchase or Result widget. So if you want to add a cash entry, click on the drop-down menu in the Bank / Cash widget and choose Enter a cash statement. Do you want to create a purchase journal entry? Click the blue button in the Purchase widget. Click the blue button in the Result section to create a general journal entry.

Where can I find my outstanding items?

In the Sales and Purchase widgets you can find the total amount of your outstanding items and a graph that displays them distributed over the number of days outstanding. When you click on the columns in the graphs, you go to the Totals tab of the Ageing analysis report. In the Ageing analysis report you can find all the (overdue) outstanding items. In the Invoice (Account): Name and Invoice (Account): Code tabs, you can see all of the outstanding and overdue items per account.

How can I see my revenue, costs, or results per month?

In the Result widget, there are three segments: Revenue, Cost, and Result. Click on these segments to change the information displayed in the graph. When you hover over each element on the graph, you can see revenue, cost, or result per month.

How can I view the balance sheet or profit and loss statement?

In the Result widget, there are three segments: Revenue, Cost, and Result. When you click on the Result segment, a graph is displayed. Hover over each element on the graph to see the result per month. Click on the graph itself to view the balance sheet / Profit and loss statement.

How can I compare my revenue, costs, or result with the previous year?

In the Result widget, you can compare your revenue, costs, or results with the previous year. When you click on a segment, a graph is displayed. When you hover over each element on the graph, you can compare the revenue, costs, or result with those of the previous year.

Where can I find the links to reports I used to have in the old financial dashboard?

For balance sheets or profit and loss statements, see the question “How can I view the balance sheet / profit and loss statement?” above. To view the other reports, follow these paths:

  • G/L transactions: Financial > G/L account > Transactions
  • VAT overview: Financial > Taxes and returns > VAT overview
  • Documents: Document menu ( ) > Overview documents
  • Bank links: Company name > Master data > Bank > Bank links

Read more information about the new financial dashboard in the help file.

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