Dashboard¶

The main panel displays summary information about the reconciliations, including key data such as:

Total and reconciled records.
Total amount, reconciled total and unreconciled total.
Trend according to selected currency: Trend graph on open and closed reconciliations.
Reconciliations: Table view with detailed information about each conciliación, including status, company and category.

In addition, the Dashboard has a filter tool to customize the view according to your needs.

Available filters¶

Date range: Allows you to select a date range to view the reconciliations within that period.
Status of the conciliación: Filter the reconciliations according to their status: open or closed.
Company: Displays the reconciliations corresponding to the companies configured and to which the user has access.
Categories: Filter according to the categories previously defined in the configuration.
Currency: By default, the currency configured at user level is used, but it can be changed to filter the reconciliations by a specific currency.

Select the desired values in the filters.
Hacé clic en el botón «Buscar» para actualizar los datos del Dashboard según los criterios seleccionados.
If no value is selected in the filters, the system will display the global results for the default currency.

Hacé clic en el botón descargar

y el sistema generará y descargará un informe PDF detallado que incluye: