EDITION: Basic, Standard and Enterprise
RESOLUTION
The Dashboard contains summary information for Cash Summary. This information is summarized for 'Last Week' and 'This Week'
A week in SARA for the Dashboard is Monday through Sunday.
To see detailed information for Cash Summary - Due:
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Review summary numbers on dashboard
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Inquiries By User Invoices
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Using the Filter builder, apply filter for Due Date Between Monday's Date and Sunday's Date
To see detailed information for Cash Summary - Received:
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Review summary numbers on dashboard
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Inquiries By User Payments
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Using the Filter builder, apply filter for Pmt Date Between Monday's Date and Sunday's Date
To see detailed information for Cash Summary - Expected:
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Review summary numbers on dashboard
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Inquiries By User Expected Payments
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Using the Filter builder, apply filter for ExpectDate Between Monday's Date and Sunday's Date