Analysis

In Analysis, Dashboards, you can add, edit, and remove dashboards — such as Payables or Projects — to provide insight specific to your accounting workflow. For more information, see Dashboards .

Under Payables in Analysis, Dashboards, review invoice balances for a specific timeframe based on post or payment status, as well as credits with your organization's vendors. Use this dashboard to determine what efforts need to be paid and when. For more information, see Payables Analysis.

Under Accounts in Analysis, Dashboards, examine general ledger accounts based on filters such as post date, encumbrance, budget scenario, and account category. You can select the type of accounts dashboard to work with — by month, quarter, or year. Use these dashboards to determine how your accounts are performing against various budgets. For more information, see Accounts Analysis.

Under Projects in Analysis, Dashboards, compare budget information with the actual activity of projects and accounts. You can select the type of projects dashboards to work with — by month, quarter, or year. Use these dashboards to determine if your project's budget — across accounts — is on target. For more information, see Projects Analysis.

Under Transaction Codes (with or without starting and ending balances) in Analysis, Dashboards, review your organization's transaction activity for a specific transaction code across all accounts. For more information, see Transaction Codes Analysis.

Under Metrics in Analysis, Dashboards, examine the health of your organization's data by tracking what is added in your system. For more information, see Metrics Analysis.

Under History of Changes in Analysis, Dashboards, examine the history of your organization's data by tracking what is changed in your system. For more information, see History of Changes Analysis.

Under Project Income and Expenses (with or without starting and ending balances) in Analysis, Dashboards, quickly assess your organization's income and expenses for one or more projects. For more information, see Project Income and Expenses Analysis.

Under Net Assets in Analysis, Dashboards, quickly assess your organization's current net assets — such as restricted or unrestricted — and review trends over time. For more information, see Net Assets Analysis.

Under Receivables in Analysis, Dashboards, track incoming payments (including expected and past due funds) for a specific timeframe based on due date, post status, and clients. For more information, see Receivables Analysis.