Excel Transactions: Intuitive Dashboard for your Imports

 

Unlike other Importing tools , Excel Transactions provides a dashboard for your imports. It gives you a great summary of transactions.

The dashboard depicts the number of transactions imported. Dashboard has 3 statistic views.

 

 

 

View 1:

It  shows the number  of transactions imported. Currently it covers Invoice,Sales Receipts,Expenses and Bills.

View 2:

It shows the charts view for number of files uploaded for each month.

View 3:

This shows the PIE CHART (number of Transactions) for Customer and Vendor Transactions.

 

Customer Transactions:

1.Receive Payment

2.Sales Receipt

3.Estimate

4.Refund Receipt

5.Invoice

6.Credit Memo

Vendor Transactions:

1.Bill

2.Expense

3.Bill Payment

4.Check

5.Credit Card Credits
Report for Different Date Range:

You can select the date range from the list to get the detailed reports.

 

Activities:

Dashboard has the section for your recent activities in “Excel Transactions”.

 

Activities section shows following information.

1.Recent File Uploads

2. Changes  related to User Profiles.

 

Add Comment