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Dashboard - Cash Summary Last Week and This Week data and Date Ranges

Updated

EDITION: Basic, Standard and Enterprise

RESOLUTION

The Dashboard contains summary information for Cash Summary. This information is summarized for 'Last Week' and 'This Week'

A week in SARA for the Dashboard is Monday through Sunday.

To see detailed information for Cash Summary - Due:

  1. Review summary numbers on dashboard

  2. Inquiries By User Invoices

  3. Using the Filter builder, apply filter for Due Date Between Monday's Date and Sunday's Date

To see detailed information for Cash Summary - Received:

  1. Review summary numbers on dashboard

  2. Inquiries By User Payments

  3. Using the Filter builder, apply filter for Pmt Date Between Monday's Date and Sunday's Date

To see detailed information for Cash Summary - Expected:

  1. Review summary numbers on dashboard

  2. Inquiries By User Expected Payments

  3. Using the Filter builder, apply filter for ExpectDate Between Monday's Date and Sunday's Date