Balance by Company
The Balance by Company dashboard for Sage XRT Advanced lists converted balances by company and account. It includes the converted balance by company code and account code, and the cash balance of each company at the end of each month.
How to use the balance by company dashboard
- Read the converted balance of each company and account in the worksheet, grouped by company code and account code.
- Follow the cash balance at the end of each month for each company, next to the converted balance shown in the KPI.
Filters
Use the filtering panel at the top of the Balance by Company dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Date Type: one value
Transaction Satus: multiple values
Account Interco: multiple values
Account Currency: multiple values
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Converted Balance by Company and Account | Worksheet | Lists the converted balance by group, with the company code and the account code. |
| Cash Balance by End of Month | Complex Sparkline | Displays the converted balance of each company. |
| Converted Balance by Company Code | KPI | Shows the converted balance for each company code group. |