Dashboard
What is my Dashboard?
Last Updated: October 4, 2024Your Contractpedia dashboard quickly gives you valuable information in a simple way. It presents the current status of your finances. To go to the Dashboard select the first item on the Navigation menu located on the left of your screen. The view for each month contains: Total remaining obligation, Income and Expenses. Total remaining obligation: The total of the...
Monthly Liabilities
Last Updated: October 7, 2024On the Dashboard if you click on Total remaining obligation in any month, you are presented with the Monthly Liabilities list for that month. On this page you can get an overview of your monthly liabilities (remaining obligation). Not all expenses are part of the Monthly Liabilities list, only expenses for Fixed period contracts. These contracts create an...
Monthly Expense
Last Updated: October 4, 2024On the Dashboard if you click on Expenses in any month, you are presented with the Monthly Expense list for that month. On this page you can get an overview of your monthly expenses. Here you have all outgoing payments during this month for expense contracts. All expenses are part of the Monthly Expense list, both expenses for Fixed period...
Monthly Income
Last Updated: October 7, 2024On the Dashboard if you click on Income in any month, you are presented with the Monthly Income list for that month. On this page you can get an overview of your monthly income. Here you have all incoming payments during this month that are related to income contracts. Here is an explanation of each column on the Monthly Income list: Contract...
Filter and export the Dashboard
Last Updated: October 7, 2024The Dashboard helps you make the most of your data by enabling you to filter and/or export. FILTERYou can choose to see a specific period. To do that select Date from and then Date to. EXPORTTo export what you see on the Dashboard to Excel, simply click Export once you have selected the period and your download will begin. The Dashboard export...
Filter the Dashboard by Location
Last Updated: October 7, 2024If you are a Company user or have access to more than one Location at your Company, you can view the Dashboard for a selected location only. To do that make a selection from the drop-down list of your Locations. Now all data that you see on the Dashboard will be for the selected Location only. To clear...