Widget Catalog

We offer a collection of widgets and charts that are available for use on your dashboard through the Portal. Each of these widgets or charts can be added under their respective tabs of either Accounting, Banking, Commerce, Insights, Taxes, or Payroll. Please use the navigation to right of this page to view a specific widget or chart.

For configuration options for each widget see either Widget Configuration or Metrics Cards & Charts Configuration

Overview

Widgets and Charts are compact components of our interface that allow you to access and view data at a glance. They are found on the Dashboard which can be customized to display your choice of widgets.

Diagram of dashboard components with widgets outlined in pink.

Accounting

Accounts Payable

View the accounts payable from your dashboard for different aging periods. Click the Detailed Report button to see a deeper view. Sync this widget in real time and download the report as an excel file.

Accounts Receivable

View the accounts receivable from your dashboard for different aging periods. Click the Detailed Report button for a deeper view. Sync this widget in real time and download the report as an excel file.

Balance Sheet

View the balance sheet in this widget with the ability to sync in real time and also download financials as an excel file.

Earnings Chart

A pre-built chart to view your earnings over a custom time period.

Income/Expenses Chart

A pre-built chart to view your income and expenses over a custom time period.

Profit And Loss

View the profit and loss report from your dashboard for a specific period with the ability to sync in real time and download financials as an excel file.

Banking

Bank Accounts

View connected bank accounts and filter by either bank, account, or balance. Quickly download transactions as an excel file.

Bank Balances

View both the total bank balance or balances by account. Easily zoom in/out to a specific date, pan the chart, or download it as either an .svg, .png, or .csv.

Bank Statements

View bank statements for specific accounts conveniently from the dashboard.

Commerce

Commerce Data

Quickly and easily download Transactions, Customers, and Invoices data right from the dashboard.

Insights

News Feed

View relevant articles to your company. Click links to be redirected to the articles.

These suggestions are generated based on your website provided under Account Info.

Reconciliation Summary

A chart displaying any discrepancies between banking and accounting data. Click Show Details to see charts for both banking data and accounting data.

Bank and Accounting Data displayed after clicking Show Details

Payroll

Payroll Data

View and download payroll data. This widget offers both completion status data and quality rating of the data available.

Taxes

Tax Information

View tax information for both businesses and individuals such as the status, form ID, transcript type and more in one compact widget. This widget offers both a search and time period filter.

Individuals Tax Information filtered by ACTR transcript type

For configuration options of each widget see Widget Configuration.

Custom Charts

Sometimes there isn’t a one fits all option and so for maximum flexibility, we offer the ability to create custom charts to be displayed on the dashboard. For chart configuration options and a tutorial on creating custom charts, please see Metrics Cards & Charts Configuration. See below for a few examples of custom charts.

Cash And Net Income

An example of a custom chart displaying Cash and Net Income data over a time period. This chart features a 3 month forecast.

Net Income x ROA

A chart displaying Net Income and Return on Assets data over a custom time period.

Sales

A chart comparing Gross Sales with Net Sales over a custom time period. This chart features a 3 month forecast.

For chart configuration options and a tutorial on creating custom charts, please seeMetrics Cards & Charts Configuration