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Customizing your dashboard

The dashboard is your main window into Ajera. Use it to:

Add shortcuts for frequently used tasks and reports.
Review graphs and reports of key information for your firm. Depending on your security access, you may not see the company information.

Adding shortcut buttons

Here's how to add buttons to your dashboard. The options you see in the My Dashboard window depend on your security settings.

Viewing company information

On the dashboard, you can:

Display graphs and charts of current information that reflects the state of your company.
Examine the supporting details that make up the dashboard information.

What the company information shows you

You can display the following types of information as a graph, report, or both:

Information

Description

Balances

The following current totals for your company:

Cash (bank balance for all bank accounts in Manage > Bank Register). It includes future-dated entries.
Payables (unpaid vendor invoices as seen on the Vendor Invoice Aging report)
Receivables (unpaid client invoices as seen on the Client Invoice Aging report)
Work-in-progress (billable time and expenses not yet included on a final client invoice)

Note:

If the balance on the graph does not tie out to your general ledger accounts, determine if journal entries were made outside the dates reported. Future-dated entries are included in the cash balances only. All other balances are as of today's date.

Aging

The total amount of your company’s past due accounts for payables, receivables, and WIP based on invoice date. The amounts are shown for these time periods: current, 31-60 days, 61-90 days, 91-120 days, and over 120 days. Future-dated entries are not included in aging amounts in the dashboard balances.

Trends

The total amount of your company’s cash, payables, receivables, and WIP for these time periods: current, and 1, 2, 3, 4, 5, and 6 months ago. Future-dated entries are included for cash only.

Employee utilization

The way time was spent by employees for the last quarter, last month, or year-to-date. Percentages appear for various categories of nonproject time and for billable time (time that appears on client invoices).

If you select to display the information based on amounts (in the Utilization Basis field when adding company information to the dashboard), the amounts are calculated as follows:

cost + DPE and overhead

To produce a detailed report of employee utilization by employee, supervisor, employee type, or department, click Reports > Employee > Employee Utilization.

The amounts included in the totals are based on the accounting date. For example, to determine the payables balance, Ajera includes all open amounts with accounting dates less than or equal to the current system date.

Note that future-dated entries are included in the cash balances only. All other balances are as of today's date

Supporting detail

To verify the detail that makes up the amounts on the dashboard, print the appropriate reports:

For

Review

Cash balance

The balance in your bank register for all bank accounts. On the Manage > Bank Register > Register tab, locate the balance for each bank account at the bottom left of the window. Journal entries are not included in the cash balance on the dashboard because they are not bank register entries.

If you review the cash account balances on the Ledger report, reverse any journal entries to arrive at the balance.

Payables balance

The Vendor Invoice Aging report. On the report window, click (Customize), and in the Date Basis field select Accounting Date. Verify that the aging date is today's date.

Journal entries are not included in the balance on the dashboard because they are not vendor invoice or vendor payment entries.

If you review the payables account balance on the Ledger report, reverse any journal entries to balance to the aging.

Receivables balance

The Client Invoice Aging report. On the report window, click (Customize), and in the Date Basis field select Accounting Date. Verify that the aging date is today's date.

Journal entries are not included in the balance on the dashboard because they are not client invoice or client receipt entries.

If you review the receivables account balance on the Ledger report, reverse any journal entries to balance to the aging.

Work-in-progress balance

The Work-in-Progress Aging report for your unbilled WIP as of a specified date. This report reflects what has not been billed or written off.

On the report window, click (Customize), and in the Amount Type field select Billed. The report totals then reflect any adjustments to WIP, such as write-off. Verify that the aging date is today's date.

Note:

If you select Spent in the Amount Type field, the report totals reflect the original spent value.

Journal entries are not included in the WIP balance on the dashboard because they are not time, expense, or client invoice entries.

If you review the WIP account balance on the Ledger report, reverse any journal entries to balance to the aging.

Selecting company information to view

Here's how to select the company information you want to see on the dashboard.

Learn the details

These links go to help. To return to this course, click the Back button.

Hiding and showing the dashboard

Adding task and report buttons (shortcuts)

Adding company information

Refreshing the dashboard

Adding shortcuts to the dashboard (1:15)

Viewing company information on the dashboard (3:04)