Dashboard

The Home > Welcome > Dashboard menu contains two sections:

Charts

This section displays your cash balances on the current date as charts. To view these charts, you must have the Display right on the Transactions feature for the Cash forecasting module. This right is defined in the Users and Rights > User administration > Users menu.

  • The Cash balances evolution by account owner and by currency chart is displayed if you have defined at least one bank account in Iziago.
  • The Cash balances by account owner and by currency chart is displayed if you have defined at least two account owners or two accounts in different currencies in Iziago.
  • The Cash balances by bank and by currency chart is displayed if you have defined at least two banks or two accounts in different currencies in Iziago.
  • The Cash balances by currency chart is displayed if you have defined at least two bank accounts in different currencies in Iziago.
  • The Cash balances evolution by bank account chart is displayed if you have at least one bank account that has the “Account statement” right and for which the Cash forecasting module is activated.


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Displaying your balances on value date or booking date

You can either display your balances on value date or on booking date:

  1. Click the icon as shown below:
  2. Select either Value date or Booking date:
  3. Click on Save.

The Cash balances evolution by account owner and by currency chart also has additional settings that enable you to:

  • Select the companies to display
  • Determine the periodicity to cover
  • Convert amounts into the currency and rate of your choice

Viewing a chart in full screen

To view a chart in full screen, click on the icon as shown below:

Expanding or hiding a chart

To expand or hide a chart, click on the arrows:


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Exporting and printing a chart

To export and print a chart, click on the icon as shown below:


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Available export formats are the following:

  • PNG
  • JPEG
  • PDF
  • SVG

First steps in Iziago

This section contains shortcut buttons to Iziago's most frequently used functions.
Note: If you do not have the necessary permissions on a function or module, the corresponding buttons are grayed out.

This section also contains video tutorials for a quick introduction to Iziago.