Accoxi Dashboard

A data dashboard is an information management tool that visually tracks, analyzes and displays key performance indicators (KPI), metrics and key data points to monitor the health of a business, department or specific process. They are customizable to meet the specific needs of a department or company.

Key Features of Dashboard;-

It shows the current cash and bank balance and the user can access it anytime
It enables the user to identify the receivables and payables. When the user click on receivables menu, then Sales invoice details will open and payables menu will show the purchases.
There will be graphical representation of Income & Expenses of the firm in a Pie chart along with a column chart
User can select an option for graphical presentation of Income & Expenses for durations ranging monthly, weekly, quarterly etc.
Organization name, financial year and an over view of the business will be displayed

When the user log in to the Accoxi, dashboard will be open as the home page. It consist of various menus and shows the current status, details of income and expenses of the business organization.

Fields	Description
Search Accounts	Search Account is important tool in Accoxi that allows the user to search accounts or access transactions without selecting Accounts Module. When the user opens the Accoxi account, Search Accounts option will always appear on the top left side below the title bar. By clicking on Search Accounts Menu, Accounts Search Page will display all kinds of transaction details here. It shows the transaction date, transaction type, ref no, debit ledger, credit ledger, amount and the status of each and every transaction. It helps the user to get the data or access the function quickly. Ledger view and User can view are enabled. The ledger details of the transaction can be viewed by clicking on the + menu on the left side of the tab.
Cash Balance	It shows the Cash Balance details of the organization. When the user click on the Cash Balance menu, a new tab will detailing the current cash balance detail will appear.
Bank Balance	This menu will help user to identify the balance of bank alongside the current details of bank balance. When the user click on the Bank Balance menu, a new tab will appear with multiple bank balance details of the user.
Receivables	It shows the amount details of receivables from the customers. When user click on the menu, Sales invoice details will open.
Payables	It shows the amount details of payables to the Suppliers. When the user click on the menu, Purchase invoice details will open.
Refresh	If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.
Income/Expenses Graph chart	Dashboard shows a column graph chart which represents the comparative study of the Income and Expenditure of the firm over a particular period of time.
Sales	It shows the sum total amount of total sales of the organization. When the user click on the Sales menu, then it opens to Sales Invoice Page in Sales Module.
Purchase	It shows the total amount of total purchase of the organization. When the user click on the Purchase menu, a Purchase invoice page in Purchase module opens.
Income/Expenses Pie chart	Pie chart in dashboard shows the top 10 income and expenses of the business organization. User get the details of income and expenses separately as two options or as one as required. User can select the required time period for Pie chart from the menu available. It includes various options and user can select the required one. Once the user selects an option, then chart of Income & Expenses will appear on the basis of selected date. Income chart shows the top 10 items of income along with amounts displayed in various colour formats. Expense chart shows the top 10 expense of the business along with its amount in various color formats.

Frequently Asked Questions?

01How to access cash balance details from the dash board?

User can access the cash balance details by clicking on the cash balance option in the dashboard. It shows the Cash Balance details of the organization.

When the user click on the Cash Balance menu, a new tab will open which details the current cash balance of the company.

02How to access bank balance details from the dash board?

User can access the bank balance details by clicking on the bank balance option in the dashboard. It shows the bank Balance details of the organization.

When the user click on the bank Balance menu, a new tab will open which details the current c bank balance of the company.

03How to access accounts receivables reports from the dash board?

User can access the accounts receivables reports by clicking on the receivables option in the dashboard. It shows the receivables details of the organization.

When the user click on the receivables menu, user will be redirected to receivables reports window where user can view the details of the receivables of the company.

04What does the top 10 pie chart represents in the dashboard?

Pie chart in dashboard shows the top 10 income and expenses of the business organization. User get the details of income and expenses separately as two options or as one as required

User can select the required time period for Pie chart from the menu available. It includes various options and user can select the required one. Once the user selects an option, then chart of Income & Expenses will appear on the basis of selected date.

Income chart shows the top 10 items of income along with amounts displayed in various color formats.

Expense chart shows the top 10 expense of the business along with its amount in various color formats.

05What does the Income/Expenses Graph chart represents in the dashboard?

Dashboard shows a column graph chart which represents the comparative study of the Income and Expenditure of the firm over a particular period of time.