Widgets - Assets Breakdown

This Help File Page was last Modified on 04/07/2017

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Widgets - Assets Breakdown

This Help File Page was last Modified on 04/07/2017

The Asset Breakdown Widget provides a Bar Chart which displays the 5 General Ledger Accounts with the greatest Asset value - based on the Department(s) selected in Configuration Option.

 

HelpFilesWidgetsAssetsBreakdown

Asset Breakdown Widget

 

The Accounts Payable System, Accounts Receivable System and General Ledger System modules must be Registered and, if using the Multi-Departmental Accounting feature, Departments must be defined to have this Assets Breakdown Widget available.

HelpFilesWidgetsMaintenanceIconClick the Maintenance Icon to access the Configuration Option for the Asset Breakdown Widget.

For Department: - Either data for One selected Department, or the data for All Departments may be displayed.

You may Right-Click the For Department: field and Choose the desired Search By method (either by Name or Dept - Department Number).

Using the Drop-Down Selection List provided, Choose the Department to be reported, or Choose All to display the information for All of the defined Departments.

 

HelpFilesAssetBreakdownConfigurationOption

Configuration Options for Asset Breakdown Configuration - For Department

 

Click the Save button to activate your selection.

Click the Refresh icon on the Asset Breakdown Widget to Refresh the data.

HelpFilesWidgetsRefreshIconSm

The Asset Breakdown Widget item may be "collapsed" or "expanded" as needed.

HelpFilesWidgetsMinimizeButon

Click its small Minimize button to "collapse" the Asset Breakdown Widget.

Click its small Minimize button again to "expand" the Asset Breakdown Widget.