This is a section which can be added to My Dashboard. Use this section to see how many transactions are currently at a certain status and how much money is tied up in these transactions. This is extremely useful for determining where you need to concentrate effort in your business.
You can specify the type of transaction you want information about and the Date Range for this information.
You'll see a list of all statuses for that type of transaction, how many transactions have each status, the total dollar amount of transactions with each status, and the percent of transactions that have each status. This information is based on the Date Range selected. You'll also see a graph of the information.
Note: You must have at least View Only access to a particular transaction type to see information about that transaction type on this section.
Note: Payments and Write Checks will both appear on this report if you open it by clicking on a status of <None> for either Payments or Write Checks transactions. This is because Write Checks are a form of Payment and Sage 50 is unable to differentiate between the two when they do not have tracking statuses assigned to them.
Learn about the My Dashboard tab.
Learn how to customize the My Dashboard tab
Learn more about Tracking Statuses
Learn about tracking transactions in Sage 50 (Order Process Workflow)