Working with the dashboard menu

 

This function is not part of the standard scope of the application.

Explanation

The dashboard shows you information and tasks in the form of widgets. The data displayed in the widgets is automatically updated as soon as new information is available. Therefore, you do not have to actively update the data. Which widgets are actually available for you to select from depends on your permissions.

The following information and tasks is available in the widgets:

Number of unread documents in the inbox

Number of unread instant payments notifications

Number of payment orders waiting to be sent

Number of payment orders waiting for release in the signature folder (EDS – electronic distributed signature)

Liquidity of your accounts, sorted by accounts

Liquidity of your accounts, sorted by country identifier

Account trend as a diagram

Data available for download from your financial institution (Data on bank side)

Messages and pending tasks

Without authorisation for the dashboard, the messages and tasks are displayed on the start page (see section Procedure for setting up the start page and display of notes).

Changing the display language

Relevant topics: