Overview of Using Infolets to Identify Issues and Prioritize Tasks

Use infolets to gain real-time insight into common financial activities and prioritize your daily activities. Understand your organization's status using graphs and indicators to focus on issues in general accounting and cash transactions.

This overview gives a brief outline of the General Accounting infolets and the tasks you can accomplish using them.

Navigate to the General Accounting Infolets page using the page control icons on the home page. You can perform the following activities using infolets:

• Configure individual infolets according to your financial specifications. For example, you can adjust the thresholds by flipping the infolet to expose the filtering criteria. When you flip the infolet back, the data now represents the new thresholds.

• Configure infolets in other ways to align with your business practices. For example, you can edit a title using the Actions icon on the infolet. You can also select what views you want to enable, such as a summary front and back view or an expanded view displaying additional details.

• Access underlying reports and pages from the information displayed on the infolet. For example, you can drill down to review the detailed information and make corrections on that same page, if necessary.

• Use the Infolets Repository to enable or disable individual infolets available to you. For example, you can deselect infolets that you don't need and when you go back to the infolets page, those infolets are hidden.