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Dashboards
Article Category: Dashboards
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Base de Conhecimento
Comparative Panel
(4)
Configuring Comparative Dashboard
Expand and retract all the structures
Introduction to the Comparative Dashboard
Types of totalization
Consolidation
(4)
Consolidation scenario
Eliminations
Expand and retract all the structures
Introduction to Consolidation
Dashboards
(5)
Creating content for the Dashboards from the Financial Statement
Formulas Modal (Dashboards)
Inserting at Graph into a Dashboard
Introduction to the Dashboards
Managing Graphs (My graphs)
Financial Modeling
(13)
Bulk Actions
Creating a Matrix Budget
Creating Assumptions
Creating Categories
Creating Scenarios
Editing an Assumption
Formulas Modal (Financial Modeling)
Introduction to Financial Modeling
Modeling Table (Assumptions)
Preferences
Subcategories
Tabs
Totalizers
Financial Statements
(18)
Alerts
Analysis of Expenses
Comments
Detailed CTA
Expand and retract all the structures
Export to XLS
Filter
Formulas Modal (Management Adjustments)
Graphic Representation
Introduction to Financial Statements
Management Adjustments
Management Information Formulas
Revision Management
Statement of Added Value – SAV
Statement of Changes in Net Assets – SCNA
Types of totalization
Vertical and Horizontal Analyses
Workflow Revision
Forecast
(3)
Creating Scenarios
Expand and retract all the structures
Forecast
Login & Economic Groups
(13)
Access Management
Blocking of Fiscal Years
Creating a Company
Editing a Company
Editing an Economic Group
Enabling Access to Accountfy Support
Exclusion of confidential information of an Economic Group
How to log into the platform
How to logout safely from the platform
Inversion of the Liabilities Sign
Notifications
Recovering the access password
User Preferences
Management Structures
(3)
Importing management structures
Introduction to Management Structures
Managing an Added structure
Mobile App
(5)
Comparative panel (mobile)
Login (mobile)
My groups (mobile)
Notifications (mobile)
User’s preferences (mobile)
Reports
(5)
Creating a document or presentation
Exploratory Notes
Global variables
Inserting content (texts, graphs, tables, images, and .pdf files)
Operation tables
Uploading Information
(9)
Chart of Accounts
Import via integrations
Integration with applications - QuickBooks
Introduction to Upload Information
Managing Records
Managing trial balances
Merging accounts
Uploading Trial Balances
Views, Categories and Tags
Últimos tópicos
Formulas Modal (Dashboards)
Formulas Modal (Financial Modeling)
Formulas Modal (Management Adjustments)
Good practices for importing files
Creating a Matrix Budget
Introduction to the Dashboards
18 de April de 2021
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Formulas Modal (Dashboards)
22 de June de 2023
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Creating content for the Dashboards from the Financial Statement
6 de October de 2021
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Inserting at Graph into a Dashboard
18 de April de 2021
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Managing Graphs (My graphs)
18 de April de 2021
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