Accessing Reports, Records, and Transactions From the Cash 360 Dashboard

Note:

An administrator must give access to roles that will use the Cash 360 SuiteApp. When access is not given, the role has no permission to view the Cash 360 dashboard. For more information, see Giving a Role Access to Cash 360.

If you are an Administrator, you can access the Cash 360 dashboard by going to Customization > Scripting > Single Page Applications.

The Actions portlet is available on the Cash 360 dashboard to let you access relevant Cash 360 records, reports, and transactions in one place.

To access reports, records, and transactions from the Cash 360 dashboard:

1. Go to Financial > Cash 360 > Dashboard.

2. In the Actions portlet, select from the following actions:

   Action	Description
   View Invoices	View a list of all invoices in the system or in your subsidiary.
   Approve Invoices	View a list of all invoices that need approval. To approve invoices, an administrator must enable features. For more information, see Cash 360 Prerequisites.
   View Bills	View a list of all vendor bills in the system or in your subsidiary.
   View A/P Aging Summary	View the A/P aging report in the system or for your subsidiary.
   View A/R Aging Summary	View the A/R aging report in the system or for your subsidiary.
   View Account Categories	View a list of all the account categories in the Cash 360 SuiteApp.

Related Topics

Cash 360 Dashboard

Viewing Cash 360 Tiles

Viewing the Cash Forecast From the Cash 360 Dashboard

Viewing the A/R and A/P Aging Summary From the Cash 360 Dashboard

General Notices