invoices by cost centre dashboard · invoices by cost centre dashboard editing the default...

Invoices by Cost Centre Dashboard

Importing the content to your environment

Navigate to the Reports & Analytics area

Navigate to the Catalogarea

Open “Shared Folders”…

… then “Custom” …

… then “Demo Financials”

Click “Unarchive”…

… then “Browse” …

… then select the “Invoices by Cost Centre.catalog” file from

wherever you saved it…

… then click “OK”

Click “OK” again

This will create the “Invoices by Cost Centre” folder

containing the various reports

Next we need to import the dashboard itself. Click the

“Custom/Dashboards” folder

Click “Unarchive”…

… then “Browse” …

… then select the “Invoices by Cost Centre Dashboard.catalog” file from wherever you saved it…

… then click “OK”

Click “OK” again

This will create the “Invoices by Cost Centre” Dashboard.

Open the Dashboard to check it works

The dashboard should look something like this. You might

need to change the default dashboard prompts to suit your

environment (see following slides).

Invoices by Cost Centre Dashboard

Editing the default dashboard prompt values

The dashboard prompt has some default cost centres based on my environment – you will

need to change them to suit your environment

Navigate to the Catalog

Navigate to the “Shared Folders/Custom/Demo Financials/Invoices by Cost Centre” folder

Locate the “Payables Invoice Prompts” object, then click “Edit”

Click the “Cost CenterCode” row

Click the “Edit” button

Open the “Options” pane

Click the “+” icon, and select the required cost centres

Click OK once you’ve selected the required

values

Do the same for the default cost centre

Click OK

Click Save