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Management Dashboards

Features

How to use

Case study:

Company A needs to see the daily evolution of its bank account balances. This feature allows you to quickly and easily see the inflows and outflows of capital and the evolution of your daily account balances.

Step 1:

Access the Financial Management feature;

Step 2:

Click on Dashboards;

Step 3:

Select the account(s) you want to consult and how you want to do it;

Step 4:

Select the period of time you want to consult;

Step 5:

Click on Consult.

And that's it, you now have access to this information in aggregate form for quick visualization of banking information.

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