Quick File Dashboard bar chart customisation

Is it possible to change the axis’ on the bar chart on the Quick File Dashboard to include months ahead inputted into the system please?

Right now we can see the amount of money owed in total in the green box and this is split into three months. However, we need to be able to see at a glance what is due in for the next year (for example).

Could we also run a report to see these invoices by month due as opposed to one large report showing them all?

Thanks,

Andrew

Have you entered invoices with future dates, to track those amounts falling due? The bar charts work purely from the aggregate of invoices issued for a period. As you’ve seen it only allows you to go back not forward at the moment.

Hi,

Yes we have entered invoices with due dates up to Jan 2015. The bar chart only shows the next three months though.

It would be much nicer if it showed all invoices due that are entered and scale the chart automatically. It would be a very useful snapshot.

Thanks,

Andrew

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