The Vouchers Dashboard is a summarized view of information about your vouchers.
- Navigate to the Vouchers page and click Dashboard in the left-side menu.
Filters
Custom reporting filters can be applied to the vouchers dashboard. Filter Reports provides additional guidance on using filters. Filters can be reloaded and saved for repeated use.
Date Filter
The current year will be the default filter for dashboards. This can be changed by clicking the Voucher Date filter and applying a different date filter.
- Click the default date filter.
- Add the applicable Add Filter Voucher Date information, and then click Apply Report Filter.
Vouchers Information
Located beneath the filters are five boxes that display the Total Outstanding Amount, Outstanding Regular Vouchers, Outstanding Grant Vouchers, Total Amount, and the Number of Vouchers for the applied date range.
Voucher Trends
The Voucher Trends bar graph displays the Voucher Amount, Number of Vendors, and the Number of Vouchers for the applied date range. The legend above the bar graph displays the green bars as the Voucher Amount, the green line as the Number of Vendors and the purple line as the Number of Vouchers. Hover your cursor over the date bars to see the Voucher Amount, Number of Vendors, and Number of Vouchers for that date.
Voucher Information Graphs
Located at the bottom of the dashboard is one vertical bar graph that displays information for the applied date range.
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Vouchers Total vs Paid - Displays the vouchers total and the vouchers paid with the legend displaying the vouchers total in green and the vouchers paid in purple.