Portlets, overview

Alerts and notices

The dashboards in Accounting CS can be populated with a variety of portlets, which provide a snapshot of various pertinent information for your firm, staff, and clients. You can decide which portlets should appear on your dashboards and arrange the layout of the portlets you choose to display. To add portlets to a dashboard, use the Select Portlets dialog.

Portlets may display summaries of data pulled from Accounting CS, reports, time entry information, client information, your email and calendar, staff availability, FileCabinet CS documents, and more. Some of these portlets also serve as links to data, reports, or other information.

Available portlets

The following portlets are available for selection from the Client Dashboard in Accounting CS Client Access.

  • Account Analysis
    Displays three columns that consist of the current year and prior year account balances, and a column that contains the amount differences between the two years. To view data in this portlet you must have the appropriate security privileges to access the Actions > View Account Activity dialog.
  • Accountant Information

    Displays information about the accountant's firm such as, business address, phone, email, and website.

  • Accounting CS News

    Displays latest newsfeeds, including information or tips and tricks about the product. Also provides information about product releases, future content plans, available tools to help you maximize the use of the application, and more.

  • Aged Payables

    Enables you to view the status of current and overdue payables in the form of a pie chart.

  • Aged Receivables

    Enables you to view the status of current and overdue customer receivables in the form of a pie chart.

  • Bank Account Information

    Displays bank account descriptions and balances.

    Note: To view information in this portlet, you must have the appropriate security privileges to view checks, deposits, payroll checks, and payments in the Actions > Enter Transactions screen.

  • Employees

    Displays employees for the selected client. To view the information in this portlet you must have the appropriate security privileges to access the Setup > Employees screen.

  • Income Statement - Actual vs. Budget

    Displays three columns that consist of actual expense and income amounts for the year. The third column displays the difference in amounts between the actual and budget columns, either above (positive) or below (negative) the budget amount.

  • Net Income - Actual vs. Budget

    Displays a bar chart of Net income for the current year and prior year.

    Note: To view information in this portlet, you must have the appropriate security privileges to view the information in the Actions > View Net Income/Loss dialog.

  • Revenues and Expenses

    Displays the same information that is available in the Revenues and Expenses financial statement in the Print Reports screen.

  • Solutions

    This portlet enables you to add shortcuts to your dashboard..

    Note for Virtual Office CS users: Right-click within the portlet, choose Add from the context menu, and then navigate to the X:\PCSSolutionsPortlet folder. Here you will have shortcuts to any applications available to you from Virtual Office CS.

  • Vendors

    Displays vendors for the selected client. To view information in this portlet you must have the appropriate security privileges to access the Setup > Vendors screen.

See also: Working with portlets

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