Samples of the following templates are included.

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Maude Rogers
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1 1 emplate amples ote emplates cannot be modified. ote he usiness nsights module must be activated to run the ashboard. his section contains representative samples of templates available through usiness nsights. emplate samples are provided for summary and detail Web pages. he usiness nsights module date is used for the accumulation or recalculation of data for all the Web pages. t is used for ccounts Payable and ccounts Receivable aging and cash requirements and cash expectations data elements. t is also used to calculate the general ledger period for all financial data elements. For all period-to-date and year-to-date information, the applicable accounting date is used. amples of the following templates are included. ccounts Payable nalysis Payables ging Purchases Purchases by ivision op Vendors ccounts Receivable nalysis Receivables ging ash Flow Predictions ash xpectations ash Requirements ales ales by ivision op ustomers alance heet ummary alance heet etails udget omparisons - alance heet udget omparisons - ncome tatement olvency Ratios everage Ratios perational fficiency Ratios Profitability Ratios ncome tatement ummary ncome tatement etails ales by Product ine op tems Workforce tatistics usiness nsights emplate amples

2 2 ccounts Payable nalysis he ccounts Payable nalysis Web page provides a summarized view of payables activity and an aging recap for up to six consecutive periods. lick this link to view the Vendor Purchase nalysis Report. lick this link to view the ged nvoice Report. usiness nsights emplate amples

3 3 Payables ging he Payables ging Web page provides aging category amounts and percentages. lick this link to view the ged nvoice Report. lick this link to view the Vendor Purchase nalysis Report. lick this link to view the ccounts Payable nalysis Web page shown on page 2. usiness nsights emplate amples

4 4 Purchases he Purchases Web page provides a snapshot of the total period-to-date and year-to-date purchases, discounts, and balance due amounts. n addition, a breakdown by division showing the top vendors for period-to-date purchases appears. f divisions are not used, vendor information is shown instead. he purchases totals do not include credit card purchases or payments. he totals displayed on the Purchases Web page are reflected in the Vendor Purchases nalysis Report with no credit card information. lick this link to view the Vendor Purchase nalysis Report. lick this link to view the Purchases by ivision Web page shown on page 5. lick this link to view the onthly Purchase Report based on settings in the ccounts Payable ptions window and the report's selection window. usiness nsights emplate amples

5 Purchases by ivision he Purchases by ivision Web page provides information for purchases, payments, discounts taken, and discounts lost by division.

5 5 Purchases by ivision he Purchases by ivision Web page provides information for purchases, payments, discounts taken, and discounts lost by division. lick this link to view the Purchases Web page shown on page 4. lick this link to view the Vendor Purchase nalysis Report. lick this link to view the onthly Purchase Report based on settings in the ccounts Payable ptions window and the report's selection window. usiness nsights emplate amples

6 6 op Vendors he op Vendors Web page allows you to view vendors with the highest period-to-date purchases. lick any vendor link to drill down to the Vendor nquiry window for the selected vendor. lick this link to view the Vendor Purchase nalysis Report based on settings in the ccounts Payable ptions window and the report's selection window. usiness nsights emplate amples

7 7 usiness nsights emplate amples ccounts Receivable nalysis he ccounts Receivable nalysis Web page provides a summary of statistical activity and aging information. lick a link to view the selected report.

8 8 Receivables ging he Receivables ging Web page provides amount and percent information for aging categories. lick this link to view the ustomer ales nalysis Report. lick this link to view the ccounts Receivable nalysis Web page shown on page 7. lick this link to view the ged nvoice Report. usiness nsights emplate amples

9 9 ash Flow Predictions he ash Flow Predictions Web page provides a comparison between predicted incoming receivables and requirements to meet payables. lick the xpected link to display the ash xpectations Web page shown on page 10. lick the Required link to display the ash Requirements Web page shown on page 11. lick a link to view the selected report. usiness nsights emplate amples

10 10 ash xpectations he ash xpectations Web page provides a summary of predicted incoming cash from receivables. lick a date to view the ash xpectations Report for the selected date range. lick this link to view the ash xpectation Report based on settings in the ccounts Receivable ptions window and the report's selection window. usiness nsights emplate amples

11 ash Requirements he ash Requirements Web page provides a summary of predicted outgoing cash from invoices posted through the ccounts Payable and Purchase rder modules.

11 11 ash Requirements he ash Requirements Web page provides a summary of predicted outgoing cash from invoices posted through the ccounts Payable and Purchase rder modules. lick this link to view the ash Requirements Report based on settings in the ccounts Payable ptions window and the report's selection window. usiness nsights emplate amples

12 12 ales he ales Web page provides a view of the total period-to-date and year-to-date sales, profitability, and open sales orders. n addition, a breakdown by division depicting the top revenue displays for period-to-date. f divisions are not used, customer information appears instead. lick this link to view the ales by ivision Web page shown on page 13. lick this link to view the ales by alesperson Report if Yes is selected at the alesperson ommission Reporting field in the ccounts Receivable ptions window. f o is selected, the ustomer ales nalysis report appears instead. lick this link to view the ash Receipts Report. lick this link to view the ustomer ales nalysis Report. usiness nsights emplate amples

13 ales by ivision he ales by ivision Web page provides information for sales, cost of goods sold, profits and percentages, and open sales order amounts by division.

13 13 ales by ivision he ales by ivision Web page provides information for sales, cost of goods sold, profits and percentages, and open sales order amounts by division. lick this link to view the ales nalysis by alesperson Report. lick this link to view the ales Web page shown on page 12. lick this link to view the ustomer ales nalysis Report based on settings in the ccounts Receivable ptions window and the report's selection window. usiness nsights emplate amples

14 14 op ustomers he op ustomers Web page allows you to view customers with the highest period-to-date sales. lick any customer link to drill down to the ustomer nquiry window for the selected customer. lick this link to view the ustomer ales nalysis Report based on settings in the ccounts Receivable ptions window and the report's selection window. usiness nsights emplate amples

15 15 alance heet ummary he alance heet ummary Web page provides year-to-date asset, liability, and equity information for the alance heet account. lick a link to view the selected Web page. usiness nsights emplate amples

16 alance heet etails he alance heet etails Web page provides expanded financial details for the alance heet account. lick an account break to view the General edger etail Report.

16 16 alance heet etails he alance heet etails Web page provides expanded financial details for the alance heet account. lick an account break to view the General edger etail Report. he report includes detail for those accounts in the selected account break using the current period date. lick a link to view the selected Web page. usiness nsights emplate amples

17 udget omparisons - alance heet he udget omparisons - alance heet Web page provides summarized actual, budget, and variance amounts for each alance heet account type.

17 17 udget omparisons - alance heet he udget omparisons - alance heet Web page provides summarized actual, budget, and variance amounts for each alance heet account type. he information on the Web page uses the default budget information specified in the General edger ptions window. lick an account type to view the udget and History Report for accounts with the same account type. lick a link to view the selected Web page. usiness nsights emplate amples

18 udget omparisons - ncome tatement he udget omparisons - ncome tatement Web page provides summarized actual, budget, and variance amounts for each ncome account type.

18 18 udget omparisons - ncome tatement he udget omparisons - ncome tatement Web page provides summarized actual, budget, and variance amounts for each ncome account type. he information on the Web page uses the default budget information specified in the General edger ptions window. lick an account type to view the udget and History Report for accounts with the same account type. lick a link to view the selected Web page. usiness nsights emplate amples

19 19 olvency Ratios he olvency Ratios Web page provides period-to-date and prior period information for the Quick and urrent ratios. lick a link to view the selected Web page. usiness nsights emplate amples

20 20 everage Ratios he everage Ratios Web page provides period-to-date and prior period information for the quity, ebt, and ebt to quity ratios. lick a link to view the selected Web page. usiness nsights emplate amples

21 21 perational fficiency Ratios he perational fficiency Ratios Web page provides period-to-date, prior period, and year-to-date information for the ays ales in nventory, nventory urnover, verage ales ays utstanding, and Receivables urnover ratios. hese ratios assume 365 days in the year. For three periods in the year, the number of days in a period (days) is calculated as follows: (365/3* )/1000 = lick a link to view the selected Web page. usiness nsights emplate amples

22 22 Profitability Ratios he Profitability Ratios Web page provides period-to-date, prior period, and year-to-date information for the et ncome to ales, Gross Profit to ales, perating xpense to ales, Return on otal ssets ratios. lick a link to view the selected Web page. usiness nsights emplate amples

23 23 ncome tatement ummary he ncome tatement ummary Web page provides a summarized view of financial information for the ncome tatement account breaks. lick a link to view the selected Web page. usiness nsights emplate amples

24 ncome tatement etails he ncome tatement etails Web page provides a detailed view of expanded financial details for the ncome tatement account breaks.

24 24 ncome tatement etails he ncome tatement etails Web page provides a detailed view of expanded financial details for the ncome tatement account breaks. lick an account type to view the General edger etail Report for accounts with the same account type. lick a link to view the selected Web page. usiness nsights emplate amples

25 ales by Product ine he ales by Product ine Web page provides a snapshot of the total period-to-date sales, profitability, and quantity shipped for the top product lines.

25 25 ales by Product ine he ales by Product ine Web page provides a snapshot of the total period-to-date sales, profitability, and quantity shipped for the top product lines. lick this link to view the onthly Recap by Product ine report based on settings in the ales rder ptions window and the report's selection window. usiness nsights emplate amples

26 op tems he op tems Web page provides a snapshot of the total period-to-date sales, profitability, and quantity shipped for the top inventory items.

26 26 op tems he op tems Web page provides a snapshot of the total period-to-date sales, profitability, and quantity shipped for the top inventory items. he top items information is pulled from the nventory ales nalysis Report. f you have not closed the prior period in inventory and are using the current date to pull information for the usiness nsights ashboard, the module date has no impact on this view. lick any item link to drill down to the tem nquiry window for the selected item. lick this link to view the nventory ales nalysis Report based on settings in the nventory anagement ptions window and the report's selection window. lick this link to view the Return Reason Report. usiness nsights emplate amples

27 27 Workforce tatistics he Workforce tatistics Web page provides an overview of your work force by department. lick this link to view the enefit ccrual Report. usiness nsights emplate amples

Transactions DR CR Updated Updated Salary and Wages Expense $ Payroll Tax Expense (Employer Portion) $

Transactions DR CR Updated Updated Salary and Wages Expense $ Payroll Tax Expense (Employer Portion) $ The Review and reate Paychecks window is used to record payroll checks to employees. fter entering information and creating employee paychecks, the following has occurred: Subsidiary Records General Ledger