3 – Dashboard

3 – Dashboard



Procedural Note 3 – Dashboard

 
Graphical user interface, text, applicationDescription automatically generated





Steps Shortcut: Owner Accounting ->Dashboard

  1. Health Check - The first box displays different tasks as listed below, and a corresponding face for the urgency, smiley face (Green) not urgent, no expression (orange) urgent, and frowny face (red) highly urgent. 
  1. critical tasks
  2. non-critical tasks
  3. High Important notifications
  4. Last banking date
  5. Last reconciliation date
  1. 3-Way Reconciliation – please note in GuestPoint Owner Accounting, uniquely the 3-Way is always in balance, as it will not allow a process to proceed where it throws an out-of-balance – go to OA Procedural Note 6
  2. Business Accounts - a summary of where your business accounts stand on the date for that month (this is Management Revenue only)  - Go to OA Procedural Note 7
  3. Revenue Chart – a visual comparison current month year v previous month/years in terms of management revenue – go to OA Procedural Note 8
  4. Distribution Equality – a visual summary of your owners' returns summarised in a chart – go to OA Procedural Noter 9
    • Related Articles

    • Dashboard

      Overview of the Dashboard The Dashboard tab gives you instant feedback on how your property is performing. This screen is divided into the following widgets. Health Check The Health Check widget notifies you of any outstanding tasks or issues that ...
    • 8 – Dashboard – Revenue Chart

      Procedural Note 8 – Dashboard – Revenue Chart Steps Shortcut: Owner Accounting->Dashboard->Revenue Chart Step-by-Step 1 Show comparison by month to previous years regarding management Income / Revenue only and auto-updates as business is transacted.
    • 9 – Dashboard – Distribution Equality

      Procedural Note 9 – Dashboard – Distribution Equality Steps Shortcut: Owner Accounting->Dashboard->Distribution Equality Step-by-Step 1 Locate the Distribution Equality tab on your Dashboard Step-by-Step 2 Select the period that you are checking ...
    • 7 – Dashboard - Business Accounts

      Procedural Note 7 – Dashboard - Business Accounts Steps Shortcut: Owner Accounting->Dashboard->Business Accounts Step-by-Step 1 locate the Business Accounts Table on your Dashboard and click on the name Step-by-Step 2 By default, this shows you your ...
    • 6 – Dashboard - 3-Way Reconciliation

      Procedural Note 6 – Dashboard - 3-Way Reconciliation Steps Shortcut: Owner Accounting->Dashboard->3-Way Reconciliation Step-by-Step 1 This always shows a summary of the 3-way Balance on your dashboard. Step-by-Step 2 When you click on 3-Way ...