Monitoring Financial Progress with Account Balance Timeline

Product Support
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Welcome to our guide on using the Dashboard Chart Source feature in Empress, specifically the Account Balance Timeline. This feature is a tool in Empress that lets you display and analyze your account balance over a period of time. It’s particularly useful for businesses looking to track their financial progress and make data-driven decisions.

Introduction

The Account Balance Timeline is a graphical representation of your account balance over time. This feature provides a comprehensive view of your financial status, enabling you to monitor trends, identify patterns, and spot potential issues at a glance.

Viewing the Account Balance Timeline

To view your Account Balance Timeline, follow these steps:

  1. From your Empress dashboard, navigate to the Accounts module.
  2. Select Dashboard Chart Source.
  3. In the list of available charts, select Account Balance Timeline.

You should now see a chart showing your account balance over time.

Editing the Account Balance Timeline

To customize your Account Balance Timeline, such as changing the time span or the accounts included in the chart:

  1. While viewing your Account Balance Timeline, click the Edit button.
  2. Make the desired changes in the settings pane that appears.
  3. Click Save to apply your changes.

Sorting and Tracking Information

The Account Balance Timeline offers various options for sorting and tracking your data:

  • Time span: You can choose to view your account balance over different time spans, such as daily, weekly, monthly, or yearly.
  • Accounts: You can choose which accounts are included in the timeline, allowing you to focus on specific aspects of your business.
  • Trends: The timeline shows changes in your account balance, helping you identify trends and make predictions.

User Roles and Permissions

In Empress, access to the Account Balance Timeline can be controlled based on user roles. As an Administrator, you can assign permissions, ensuring that only the right people have access to this sensitive financial information.

Conclusion

The Account Balance Timeline is a powerful tool that helps businesses visualize their financial progress. By tracking your account balance over time, you can gain valuable insights, make informed decisions, and drive your business forward.

For further support, you can access various non-technical resources such as our user-friendly help center, community forums, and customer service. Happy tracking with Empress!