AutoCount Accounting: Informative Charts and Analytical Data
Introduction to AutoCount Informative Charts and Analytical Data
The Informative Charts and Analytical Data feature in AutoCount Accounting 2.0 offers a visual representation of your accounting activities, helping you better understand your business’s financial health through charts and graphs. This guide will walk you through enabling, customizing, and utilizing this feature effectively.
Purpose of AutoCount Informative Charts and Analytical Data
The purpose of the Informative Charts is to provide analytical insights into your business’s accounting activities, such as Monthly Sales, Debtor Aging, Creditor Aging, and more. These visualizations help in making data-driven decisions and keeping track of key metrics.
AutoCount Widget Settings Video Guide
Watch these videos to learn how to fully customise your AutoCount dashboard using the Widget Settings feature.
- AutoCount Widget Settings (EN)
Widget Settings Setup
Integration & Widget Settings Setup
- AutoCount Widget Settings (CN)
小部件设置
集成和小部件设置
Step-by-Step Guide: Informative Charts and Analytical Data
How to Enable Informative Charts?
1. Navigate to the Widget Setting
- Locate the Widget Setting option on the top-right corner of your AutoCount home screen.
- Click on the Widget Setting option.
2. Open the Workspace Manager
- Once in the Widget Setting window, click on the Workspace Manager button.
- Go to Workspace > General Manager.
3. View the Default Charts
- After enabling, the main page will display charts for Monthly Sales, Debtor Aging, Creditor Aging, and other key financial data.
Adding and Customizing Widgets
1. Add New Widgets
- In the Widget Setting window, select Customize Widget.
- Click on the Add button.
- Browse the available widgets and select the one you want to display.
2. List of Available Widgets
- Monthly Sales Purchase
- Monthly Sales Collection
- Debtor/Creditor Aging
- Top Sales Ranking
- Debtor Top Sales Ranking
- Monthly Financial
- Top 10 Outstanding Debtors
- Top 10 Outstanding Creditors
3. Customize Data
- Select the widget on your screen and click Customize.
- Choose the data parameters you want to display, such as time frame, specific accounts, or item categories.
4. Update Settings
- You can also set the widget to update data in real-time by adjusting the refresh interval.
Types of Charts
AutoCount supports the following types of charts:
Bar Chart
Line Graph
Pie Chart
How to Change Chart Type?
- Open the Widget Customize window.
- Select the chart type you prefer for each widget.
Drill Down Functionality
The Drill Down Functionality allows you to click on specific parts of a chart to view the related documents and records.
1. Double-click on a Chart Section
- Double-click on a bar or section in the chart that you want to explore further.
2. View Related Documents
- You will be presented with a list of related documents corresponding to the selected data.
3. Select the Document
- Click on the document you want to review in detail.
Copying Charts to Clipboard
1. Right-Click on the Chart
- Right-click on any chart you wish to copy.
2. Select "Copy to Clipboard"
- Choose the Copy to Clipboard option.
3. Paste in Another Application
- Open any third-party application (e.g., Microsoft Word) and paste the copied chart directly.
Managing Access Rights
Administrators can set permissions for which users can customize widgets and view specific charts.
1. Go to Access Rights Maintenance
- Search for Widget in the Access Rights Maintenance.
2. Enable or Disable Rights
- Set permissions for users to “Allow Customize Widget Control” based on their roles.
Conclusion
The Informative Charts and Analytical Data feature in AutoCount 2.0 is a powerful tool for visualizing and managing your accounting activities. By utilizing the customization options and drill-down capabilities, you can gain deeper insights into your business performance.
Frequently Asked Questions
How do I reset the charts to the default view?
Go to Widget Setting and select Reset to Default. This will restore all widgets to the default layout and data settings.
Why can’t I see the “Customize Widget” button?
Ensure that you have the correct permissions set in the Access Rights Maintenance. Only users with the right permissions can customize the widgets.
Can I add custom charts outside the listed widgets?
No, only the predefined widgets are supported. However, you can customize the data shown in these widgets as needed.
What are the benefits of using the Drill Down Function?
The Drill Down Function helps in pinpointing specific accounting entries or anomalies, enabling you to trace the source documents directly from the chart itself.
How can I export the charts to Excel?
Currently, there is no direct export to Excel option for charts. However, you can copy the charts to clipboard and manually paste them into Excel.
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