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Did You Know? Accounting Period Close Exceptions Dashboard

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edited Apr 8, 2022 6:59PM in Project Management 10 comments

Summary

Sample dashboard that gives you an overview of your accounting period close exceptions

Content

The attached sample dashboard gives you an overview of your accounting period close exceptions, on the top of the overview page you can see the total number of pending transactions and its related amounts. The transaction amounts are grouped by unaccounted or unprocessed transactions or grouped by expenditure or revenue transactions. You can use the drill down capability to see transaction details.

The overview page also brings two sections where you can see the transactions that are pending to be processed and the transactions that failed to be processed because of errors. The error messages are displayed along with the transactions, so you can easily identify the cause of the issue.

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