Customer Portal

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Dashboard - General

Click  in the black menu column on the left.


Select company

Start by selecting companies in the drop-down list at the top of the page.

For a company to appear in the list, you must belong to a role that has access to reports in that company. You can read more about this in the article Roles, report and search access rights.


Check the companies you want to see and click on the cross to close the form.


Tips for selecting companies

  • Filter the list by typing in the text box.
  • Sort the list by clicking on each heading
  • Select all the companies you see by checking the checkbox next to the heading.
  • Remove all the selected choices you see by unchecking the checkbox next to the heading.


Enter the date

On some charts you need to specify the period for which you want to see invoices.
The dates refer to the invoice date.


Charts


The dashboard will gradually be expanded with more charts to provide a better overview of the business.

The charts are divided into two tabs at the top of the page, Invoice and Coding.


Invoice

  • Approaching duedate
  • Assigned invoices
  • Invoices in stage
  • Top vendors


Coding

The chart Coded amount shows how much has been charged on the selected combination of dimensions.