Financial Overview

Applies to: Financial Center

The Financial Overview gives you a summarized look at the status of various accounting areas. You can use it as a reminder of tasks needing attention.

In the upper right corner of the Overview you'll see how often the numbers and indicators in the Overview are updated. You can update the information by clicking the refresh icon at the far right of the message. To change the frequency of the update, click the blue link. The User Setup opens where you can change frequency the Overview number and indicators are refreshed.

Overview Fields

Checks to Print	Total number of checks posted but not printed for all banks, and the total dollar amount of those checks. More...To see Checks to Print by bank, click the Bank view from the sidebar menu.
Open Checks to Review/Post	Total number of recurring checks and the dollar amount, created by Generate Recurring Checks in Daily Process, that are not yet reviewed and posted. More...To see Checks to Review/Post by bank, click the Bank view from the sidebar menu.
Receipts to Deposit	Total number of receipts and total dollar amount posted but not yet included on a posted bank deposit. More...To see Receipts to Deposit by bank, click the Bank view from the sidebar menu.
Open Bank Reconciliation	Displays Yes if at least one agency bank account contains a saved but unposted bank reconciliation. More...To see Open Bank Reconciliation by bank, click the Bank view from the sidebar menu.
Invoices to Print	Total number of invoices and total dollar amount, posted but never printed. More...To see or print the Invoices to Print, click the Yes link to open the Invoice Report selection dialog box. A Yes under this header indicates only those invoices that are set to print. See Agency Setup for the Invoices to Print setting.
Open Journal Entries to Review/Post	Typically the number of journal entries shown under this heading are recurring journal entries that have become current and ready to approve and post. More...To see recurring journal entries, click the Recurring Journal Entries view from the sidebar menu.
Unbilled Policies	Yes indicate policies exist that have an unbilled amount in the Transaction Premiums/Billing section of the Policy data entry form. More...To see the unbilled policies, click the Yes link to open the Unbilled Policies Report selection dialog box.
Unreplaced Binders	Binder Invoices that have not been replaced cause a Yes to appear under this header. More...To see the unreplaced binders, click the Yes link to open the Unreplaced Binder Binders report.
Open Direct Bill Statements	Indicates whether or not Direct Bill Statements exist that have not been posted. More...To see open direct bill statements, click the Direct Bill view from the sidebar menu.
Open Direct Bill Entry Statements	Indicates whether or not Direct Bill Entry Statements exist that have not been posted. More...To see open direct bill statements, click the Direct Bill view from the sidebar menu.
Daily Process	Shows the date Daily Process was last run.
Customer Statements	Shows the date Customer Statements were last run.