Management Dashboard
What it is for
Section titled “What it is for”The Management Dashboard (Yönetim Panosu) gives the company’s situation of the day at a glance: four indicator cards (Monthly Sales (TL), Open Receivables, Cash + Bank, Pending Approval), the latest documents, the approval queue and three charts. Data is read from the real records of the company you work in.
Who uses it
Section titled “Who uses it”Company managers and finance and sales officers. View on the Invoices page is needed for the module to appear in the menu; the invoice creation section also needs permission to create invoices.
Screens
Section titled “Screens”- Monthly Sales (TL): total of this month’s sales invoices, with a definition line stating which documents are counted.
- Open Receivables: customers’ TL balances; shows the ledger balance when the chart of accounts is mapped, otherwise the account sub-ledger, with a yellow warning if the two differ.
- Cash + Bank: TL total of cash and bank accounts, excluding credit cards.
- Pending Approval: number of draft documents awaiting approval; links to My Approvals.
- Latest Documents and Approval Queue: the queue shows all pending documents, not only yours.
- Charts: Sales / Purchases Trend (Last 6 Months), Cash Flow Forecast (Cumulative, TL) and Document Status Distribution.
- Lower sections of the page are trial and verification flows, not daily work.
Related modules
Section titled “Related modules”Step-by-step screen guides are currently available in Turkish; the links above open them.