In this guide, we will guide you on how to use the Dashboard Chart feature in Empress, specifically focusing on the Outgoing Bills (Sales Invoice) chart. This feature is a powerful tool for visually tracking your business’s outgoing bills based on sales invoices, giving you a clear, real-time snapshot of your financial activities.
Getting Started with the Dashboard Chart Feature
When you log in to your Empress account, you will find the Dashboard on your homepage. Here, you can add, view, and interact with a variety of charts. For this guide, we will focus on the Outgoing Bills (Sales Invoice) chart.
The Outgoing Bills (Sales Invoice) chart provides a visual representation of your outgoing bills based on sales invoices over a specific period. This can be set to your preference, such as monthly or annually, over the last year or any period of your choice.
Viewing the Outgoing Bills (Sales Invoice) Chart
- From your Empress dashboard, click on the Outgoing Bills (Sales Invoice) chart.
- The chart will display the sum of outgoing bills based on your sales invoices over the selected period. The vertical axis represents the total amount, while the horizontal axis represents time intervals.
Editing and Sorting Information
You have the option to edit the details of this chart to better suit your business needs:
- Click on the edit icon on the top right of the chart.
- A pop-up window will appear where you can change the chart type (Bar, Line, etc.), time interval (Monthly, Quarterly, etc.), and timespan (Last Year, Last Quarter, etc.).
- After making your changes, click Save to update the chart.
User Roles and Permissions
As an Administrator, you have full control over the Dashboard Chart feature. You can decide who can view, edit, or manage these charts by going to the User Roles and Permissions settings. Remember to always ensure that sensitive information is only accessible to the appropriate personnel.
Conclusion
The Dashboard Chart feature, specifically the Outgoing Bills (Sales Invoice) chart, offers a convenient and effective way to visualize your business’s financial activities. By tracking your outgoing bills, you can make informed financial decisions, improve cash flow, and enhance your overall business performance.
For further assistance, please visit our Help Center or contact our Support Team. We are always here to help you make the most out of your Empress experience.