Financial
The Financial dashboard for Sage 500 consolidates credit and debit transactions, account balances, and financial trends into one overview of financial performance. It includes cash flow, account movement, and historical financial data.
How to use the financial dashboard
- Follow financial inflows and outflows to see how cash moves in and out.
- Read historical account balances in the general ledger along with the transactions behind them.
- Spot patterns in credit and debit movements over time.
- Detect financial anomalies to check that accounting controls are followed.
- Gather figures for financial planning and budgeting from the balances, credits, and debits listed by year.
Filters
Use the filtering panel at the top of the Financial dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Year: multiple values
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Credit & Debit Trends | Stacked Line | Follows credit and debit trends over time. |
| Financial Distribution Chart | Radar | Displays how financial values are distributed across accounts. |
| Posted Transactions Analysis | Stacked Line | Tracks posted transaction trends over time. |
| Financial Data by Year | Worksheet | Lists general ledger (GL) balances, credits, and debits by year. |
| Balance Movement Funnel | Funnel | Shows the flow of financial transactions. |