Bank Activity
The Bank Activity dashboard for Sage XRT Advanced follows bank transactions, cash flow, and account activity by bank and branch. It includes debit and credit amounts, transaction countervalue, and the top accounts and banks by transaction volume.
How to use the bank activity dashboard
- Follow debit, credit, and countervalue amounts across bank accounts for the selected period.
- Compare transaction volume across banks and accounts to see where activity concentrates.
- Find the most active accounts and review their transaction history in the worksheets.
- Filter by bank, branch, company, account, and time period to focus on a specific slice of activity.
Filters
Use the filtering panel at the top of the Bank Activity dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Year: one value
Month: one value
Company: multiple values
Bank: multiple values
Bank Branch: multiple values
Account: multiple values
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Debit / Credit | Stacked Bar | Compares total debits and credits across bank accounts for the selected period. |
| Transaction by Bank | Bubble | Displays transaction volume with debit and credit distribution by bank. |
| Top 5 Accounts | Pie | Ranks the accounts with the highest transaction volume. |
| Transaction Amount | Combination | Follows monthly debit and credit flows. |
| Transaction Summary | Worksheet | Lists grouped transactions, including debit, credit, countervalue, and total amount. |
| Top Accounts | Worksheet | Lists high activity accounts for review and audit. |