v9 - 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.
Use the Settings button to open the Dashboard settings pop-up window. Check the boxes of information that describe what you want to see, then select Update.
Selecting the icon of the type of information you want to view will take you to the appropriate report that you can run or the list containing that information.
The data you can display includes:
- Last sync date
- # of transactions to send to QuickBooks
- # of transactions sent to QuickBooks
- Pending estimates
- Open sales orders
- Open sales receipts
- Ready to ship
- Ready to invoice
- Open purchase orders
- Open work orders
- Open RMAs
- Past due rentals
Use the Refresh dashboard button to update the data displayed to the current information.
Was this information helpful?
Thank you Your feedback helps us to continually improve our content.