Dashboard

A dashboard is displayed in the main section of the ‘Home’ page.  The dashboard contains information related to your records, presented in different formats ie; lists, graphs, statistics and a quick access section with links to actions and search items.  If you are also a User Manager, your subordinates’ data is included. 

You are able to manage the tiles displayed on the dashboard via the Manage Tile icon (shown below) located below the user icon.

Open

Reports created in the Report Module to be displayed on the dashboard. Click here for more details.

Open

By default, the following tiles are displayed on the Dashboard, click on the links to see more details:

Recent updates

• How to Apply a Late Payment Reason

  18 February 2025 • contributed by Miriam Cox
• image-20250218-141025.png

  18 February 2025 • attached by Miriam Cox
• Component Settings

  18 February 2025 • contributed by Max Ciereszko
• Defect Fixes V12.33

  14 February 2025 • contributed by Fiona Sims
• Job Order - Bulk Update

  12 February 2025 • contributed by Fiona Sims
• Statutory Parameters for Each Tax Year

  10 February 2025 • contributed by Miriam Cox
• Tax Year 2025-26 Updates

  10 February 2025 • contributed by Miriam Cox
• image-20220204-113237.png

  10 February 2025 • attached by Miriam Cox
• image-20220204-114151.png

  10 February 2025 • attached by Miriam Cox
• image-20220204-114705.png

  10 February 2025 • attached by Miriam Cox
• image-20220204-114902.png

  10 February 2025 • attached by Miriam Cox
• image-20220204-120501.png

  10 February 2025 • attached by Miriam Cox
• image-20220204-120645.png

  10 February 2025 • attached by Miriam Cox
• Tax Year End Process

  10 February 2025 • contributed by Miriam Cox
• image-20250210-140719.png

  10 February 2025 • attached by Miriam Cox

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