v8 - Dashboard
The Dashboard allows you to display how many orders and other transactions are pending or incomplete, as well as the sync status of transactions. The counts shown indicate the numbers at the time the dashboard is displayed.
Check the boxes of the information you want to see, then select Update dashboard. Selecting the icon of the type of information you want to see will take you to the appropriate report that you can run or the list containing that information.
The data you can display includes:
- Show pending estimates
- Show ready to ship
- Show open RMAs
- Show last sync date
- Show open sales orders
- Show ready to invoice
- Show past due rentals
- Show # of txns to send to QuickBooks
- Show open sales receipts
- Show open purchase orders
- Show open work orders
- Show # of txns sent to QuickBooks
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