Reports & Dashboards
Info
To access SmarterPay's Accounting Seed reports you will need to have an Accounting Seed License assigned to your Salesforce User.
| Section |
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| Reports |
| Dashboards |
Reports
SmarterPay provide some basic out of the box reports to get you started. These can be modified and expanded upon using the powerful Salesforce analytics tool to fit your business needs.
Debits/Payments
Billings with Schedule and Payments
Credits
Payment Runs, Payable and Credits
This report gives a breakdown of all Payment Runs created and processed within the current financial quarter. It is useful to quickly see the total Quantity and Value of each Payment Run. It groups each Payable and Credit by the Payment Run they are associated with.
As with all Salesforce reports the filtering can be modified to retrieve the data that the you want to review. A graph can also be easily produced to give a more visual representation of the data.
Dashboards
There are currently no out of the box dashboards provided by the SmarterPay for Accounting Seed Extension.