You can now track the balance of your bank accounts in all your tracked bank accounts, plus you can also display the bank account balances (for example, for the manager) as widgets on the homepage.
Menu for other financial options:
- This is where options that cannot be classified anywhere else will be placed.
- First, it will display the Account Balances.
Other finances / Account balances:
- In this section, the system will list all available bank accounts broken down by company.
- It will show the balance of the accounts and the date when the balance was recorded.
- The balance and the balance date can be recorded. If the date is not provided, the system will save the current date.
Main page widget for Account Balances:
- The widget zone can be placed in the upper, right, and left sides.
- It will display all bank accounts, their balances, and the date of the last update.
- If the update date is at least 7 days old, the system will highlight it in red to draw attention to the outdated data they are working with.