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Intacct Dashboard
FAQ
1. What is the
Intacct Dashboard?
2.
What advantages do dashboards provide?
3. What type of content can de displayed on the dashboard?
4. Can you
show me some examples of possible dashboards?
5. How much does
the Intacct Dashboard feature cost?
6. How do I get a dashboard setup?
If
you have any other questions, please contact
us.
1. What is
the Intacct Dashboard?
The Intacct Dashboard is a feature of
the Intacct web-based accounting application that is the basis
of our WJH Accounting Online services. The dashboard
feature allows the user to have a totally personalized user
interface into Intacct.
Click on picture to see a larger version.
Normally, a user of Intacct uses the
default homepage to navigate
through applications and do their job. The default homepage is
designed for all possible actions and is therefore contains many
links and options. While the default home page is very
useful and complete, it provides more functions than many users
need and can be a little intimidating.
The Intacct Dashboard allows
for a customized user interface that provides exactly the functions and data that
the user needs to access. The dashboard can be designed
based on both the user's preferences for how they view the data
as well as their role within the organization. For instance, a company may want to give
an employee accounts payable privileges only, or a manager might
prefer to see sales data as a graph rather than as numbers in a
table. The Intacct Dashboard addresses these and many more
personalization needs.
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2. What advantages
do dashboards provide?
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They provide a simpler
user interface that only contains the tools and data you need
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They take into account
your role as well as your preferences
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They help in creating a
secure control environment since they help limit what a user
can see and do
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They provide quicker
access to key data for both executives and staff
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3. What type of content can de displayed on the dashboard?
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Intacct Application Data - The dashboard can display dat6a
from the various Intact modules. This can be "live"
data so that the dashboard updates anytime the data changes.
For example, if you were a user who was responsible for
approving payments, you could see the list of payments
waiting for your action at any time. By clicking on
the payments you could go directly to the details for the
payments or to the approval screen fro the dashboard.
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Intacct Reports - Any reports - for example, financial
statements - created within Intacct can be displayed ont he
dashboard
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Intacct Charts - Charts/graphs created within Intacct can
also be displayed on the dashboard.
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Web Pages and Links - Links to other web pages can be listed
or the contents of the page displayed on the dashboard.
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RSS Information - Information from other web sites that
proide RSS feeds can be displayed. This is a common
method for obtaining news and other topical information.
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Other information -
Calendars, message boards, and other useful tools can be
added to a dashboard
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4. What are some
examples of typical dashboards?
The following examples show
possible dashboards for different individuals within an
organization.
Accounts Payable Clerk Example
The following figure shows a possible dashboard for someone who
only performs A/P functions.
This dashboard includes a set of messages automatically
generated by Intacct on the left to inform the user of new
features that have been recently added to the applications.
The center portion of the screen provides data from the Intacct
application. In this section there are 4 components -
Vendors, Bills, Payment Requests, and Posted Payments.
Note that these components can be minimized or expanded on the
dashboard. In the example shown only the "Bills" component
is expanded.
The right side of the dashboard has a set of links to the
various modules within Intacct.
AP Example Dashboard
Click on picture to see a larger version.
Dashboard for A/P and A/R
responsibility
The following figure shows a possible dashboard for someone who
performs both A/P and A/R functions.
In the left column of this
dashboard there are the same 4 components that were in the
previously discussed A/P dashboard example.- Vendors, Bills,
Payment Requests, and Posted Payments.
For the middle section of
this dashboard there are links to the Intacct modules and the
New Features window.
In the right column there
are components (minimized in this image) for A/R - customers and
Invoices - and a calendar.
A/P Plus A/R Example Dashboard
Click on picture to see a larger version.
Sample Executive Dashboard #1
The following figure shows a possible dashboard for a manager or
executive who is primarily interested in financial data.
In the left column this
dashboard contains 2 graphs that show company sales and cash
flow performance.
The middle section provides
views of the income statement and balance sheet as well as a
list of customers. Note that these can be "live" views
that automatically change as the data in Intacct changes.
Also note that by clicking on data in these components the user
can go directly into the applicable Intacct module.
In the right column there is
a calendar, a collection of current news items from the New York
Times (using an RSS feed), and a component displaying the CNN
web site.
Executive 1 Example Dashboard
Click on picture to see a larger version.
Sample Executive Dashboard #2
The following figure shows another possible dashboard for a
manager or executive.
In the left column this
dashboard contains data from the Intacct Approve Payments
screen, the check register, and the income starement..
The middle section provides
a graph showing Sales and Cash.
In the right column there is
a calendar and a component displaying the Wall Street Journal
web site.
Executive 2 Example Dashboard
Click on picture to see a larger version.
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5. How much does
the Intacct Dashboard feature cost?
The Intacct Dashboard
feature is only available for users of the Intacct web-based
accounting application. For users
with the normal full subscriptions to Intacct there is no extra
fee for the use of dashboards . If a user does not have a
full subscription, adding dashboard capability costs $35.00 per month
per user.
In both cases any number of dashboards may be added.
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6. How do I get a dashboard?
Well, first you have to be using Intacct. If are not an
Intacct user and would like to know more about it, see the
WJH
Accounting Online/Intacct FAQ. (add link)
If you already using Intacct, just contact us. We will set
up a meeting with you to show you more detailed examples, discuss your dashboard needs,
and create your first dashboards.
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