You can customize My Dashboard to show the information that you need. These are the sections that you can add:
| Section Name | Description |
|---|---|
| Account Balances | Lists all accounts in your Chart of Accounts and their balances |
| Aged Payables | Displays the amount of all outstanding vendor invoices in each of the aging categories and the percentage of outstanding invoices in each category. |
| Aged Receivables | Displays the amount of all outstanding customer invoices in each of the aging categories and the percentage of outstanding invoices in each category. |
| Assemblies Built/Unbuilt | Lists the assemblies that were built and unbuilt during the selected date range. |
| Banking Tasks Buttons | Allows easy access from My Dashboard to these tasks |
| Change Orders | Lists change orders for the date range you specify |
| Company Tasks Buttons | Allows easy access from My Dashboard to these tasks |
| Credit Memos | Lists customer credit memo transactions for the date range you specify |
| Customer Transaction Totals | Lists counts and totals for customer & sales related transactions that you can specify |
| Customers | Lists your customers |
| Customers & Sales Task Buttons | Allows easy access from My Dashboard to these tasks |
| Customers Who Owe Money | Lists all customers with outstanding invoices or beginning balances |
| Employees | Lists your employees |
| Employees & Payroll Tasks Buttons | Allows easy access from My Dashboard to these tasks |
| Expense Tickets | Lists expense tickets for the date range you specify |
| Finance Charges | Lists finance charge transactions for the date range you specify |
| Find a Report | Allows you to quickly locate and view a report or form |
| General Journal Entries | Lists general journal entries for the date range you specify |
| Inventory & Service Tasks Buttons | Allows easy access from My Dashboard to these tasks |
| Inventory Adjustments | Lists inventory adjustments that were made for the selected date range |
| Inventory Items | Lists your inventory items |
| Item Purchase History by Vendor | Allows you to see the purchase history of an item including which vendor the item was purchased from |
| Item Sales History by Customer | Allows you to see the sales history of an item including which customers have bought the item |
| Jobs | Lists your jobs |
| My Inbox | Allows you to view transactions that have been assigned to you (and possibly other users) and change the Tracking Statuses and/or Assignees for these transactions |
| Payments | Lists payment transactions for the date range you specify |
| Payroll Entries | Lists payroll checks for the date range you specify |
| Proposals | Lists proposal transactions for the date range you specify |
| Purchase Orders | Lists purchase order transactions for the date range you specify |
| Purchases/Inventory Received | Lists purchase transactions for the date range you specify |
| Quotes | Lists quote transactions for the date range you specify |
| Receipts | Lists receipt transactions for the date range you specify |
| Revenue: Year to Date | Displays a picture of your company's revenue figures from the beginning of the year to the current period |
| Sales Invoices | Lists sales invoice transactions for the date range you specify |
| Sales Orders | Lists sales order transactions for the date range you specify |
| Time Tickets | Lists time tickets for the date range you specify |
| Top Customers: Last Twelve Months | Lists your top ten customers based on gross profit figures for the last twelve calendar months |
| Top Vendors: Last Twelve Months | Lists your top ten vendors based on purchase totals for the last twelve calendar months |
| Transactions by Tracking Status | Displays a graphical view of number of transactions that are assigned each tracking status |
| Vendor Credit Memos | Lists vendor credit memos for the date range you specify |
| Vendor Transaction Totals | Lists counts and totals for vendor & purchases related transactions that you can specify |
| Vendors | Lists your vendors |
| Vendors & Purchases Tasks Buttons | Allows easy access from My Dashboard to these tasks |
| Vendors to Pay | Lists vendors with outstanding purchase invoices or beginning balances |
| Work Tickets | Lists work tickets for the date range you specify |
| Write Checks | Lists payments entered on the Write Checks screen for the date range you specify |