Widgets - Expenses Breakdown

This Help File Page was last Modified on 07/09/2017

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Widgets - Expenses Breakdown

This Help File Page was last Modified on 07/09/2017

The Expense Breakdown Widget provides a Pie Chart and Legend which displays up to the 5 General Ledger Accounts with the greatest Expense value - based on the Department(s) selected in Configuration Option.

 

HelpFilesWidgetsExpenseBreakdown

Expense Breakdown Widget

 

 

To the right of the Pie Chart is the Legend with three columns of data:

a)Color Code  

b)Amount

c)General Ledger Account

 

There are no Configuration Options available for this Favorites Widget so the Maintenance Icon is inactive.

 

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

 

For Department: - Either the Expense (from Bills entered in the Accounts Payable System) 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.

Click the Save button to activate your selection.

Click the Refresh icon on the Expense Breakdown Widget to Refresh the selected Accounts Payable System data.

HelpFilesWidgetsRefreshIconSm

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

HelpFilesWidgetsMinimizeButon

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

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