Creditor/debitor dashboard (timeline)
This printout is a timeline version of the creditor/debitor dashboard. It shows the development in payables and receivables (creditors and debitors) over the selected period based on the specified control account, so you can follow the balances over time.
How to print it
The printout is generated from the dashboard/analysis area under Accounting in Sapera via the print action. Before the printout is generated, you select the scope with the parameters below.
Parameters
Org. unit
Limits the dashboard to a specific organizational unit. If the field is left empty, all units you have access to are included.
From date
Start date for the interval included (financial date).
To date
End date for the interval included (financial date).
Control account
The control account the calculation is based on (e.g. creditor or debitor control account).
Period
Selects the period the figures are calculated for: Today's date, Current week, Current month, Current fiscal year or since the start of last fiscal year.
Settings support can configure
This printout has no special setup options beyond the choices shown in the print dialog. If you have specific wishes for its appearance, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Dashboards
How to use the Dashboard view screen in Sapera Pos to see reports, notifications and external content in a single overview.
Stock dashboard (timeline)
Development in stock value over time