What you can do in your dashboards: Accountants

You have a wide range of responsibilities that require a constant flow of detailed information. Your dashboards cover your most important items and contain additional information that helps facilitate specific tasks such as billing, collections, and time and expense management.

Dashboards are customizable to reflect the workflow at your firm. What you see on your dashboards depends on your security settings and whether or not you are set up to design your own dashboards.

Don't see what you need? Work with your manager to determine your dashboard needs.

Your information needs

As an accountant, your dashboards can be set up to help you to:

• Monitor payments and billings from a single page, either by client or project.
• Analyze and improve payment and billing processes at your firm.
• Track client invoices throughout the billing review process.
• Quickly identify timesheet offenders.
• Easily see expense status.
• Ensure timely review and approval of timesheets and expense reports.
• Set up financial and project reports and disseminate them to those who need them.

These are just a few examples of what your dashboards can provide.

How do they work?

The dashboards display the information that matters the most to you:

• Home page: View an aggregate of your key information. With one look, you're instantly up-to-date.
• <Variable> pages: Click a link in a widget to go to a <variable> page that displays information specific to what you selected, such as the Project page.

This example illustrates how your dashboards may be set up:

(click to expand)