Available to users with most standard user roles, with the exception of the warehouse worker, warehouse worker with cash register, and salesperson roles.
Note: The Basic Overview is a built-in part of the application and cannot be modified. If you like it but want to customize it, create a new overview in overview management using the New button. You can then generate it and adjust it freely to suit your needs.
Included components
Period
A standard component that defines the time period for the chart components.
Revenue and Costs
A chart component displaying revenue, costs, and operating result for individual intervals within the selected period. The intervals can be changed. Note: For companies using accounting, data is retrieved from accounts; for companies using tax records, the development of bank account balances is displayed.
Bank
A KPI component showing the current total balance of the bank, along with figures for the current and previous month.
Cash Register
A KPI component showing the current total balance of the cash register, along with figures for the current and previous month.
Inventory Status
A KPI component showing the current inventory status, along with figures for the current and previous month.
Receivables
Information about the largest receivables and debtors. The first tab displays the largest outstanding issued invoices that are past due. They are sorted by the amount owed (converted to the home currency), and include the document number, the time elapsed since the due date, and the debtor. Clicking on the document number or the debtor's name displays detailed information.
The second tab lists the largest debtors with their total amount owed (converted to the home currency).
On both tabs, you can check the Include non-accounting documents field, as these are excluded by default.
Liabilities
Information about the largest liabilities and creditors — the counterpart to Receivables. The first tab displays the largest outstanding received invoices that are past due. They are sorted by the amount owed (converted to the home currency), and include the document number, the time elapsed since the due date, and the creditor. Clicking on the document number or the creditor's name displays detailed information. The second tab lists the largest creditors with their total amount owed (converted to the home currency). On both tabs, you can again check the Include non-accounting documents field, as these are excluded by default.
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