MKMS Help

Widgets - Expenses Breakdown

This Help File Page was last Modified on 05/01/2012

Widgets - Expenses Breakdown

This Help File Page was last Modified on 05/01/2012

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Widgets - Expenses Breakdown

This Help File Page was last Modified on 05/01/2012

Previous topic Next topic  
The Expense Breakdown Widget provides a Pie Chart and Legend which displays up to the 5 General Ledger Accounts with the greatest Expense value - based on the Department(s) selected in Configuration Option.

 

HelpFilesWidgetsExpenseBreakdown

Expense Breakdown Widget

 

 

To the right of the Pie Chart is the Legend with three columns of data:
1.Color Code
2.Amount
3.General Ledger Account
The Accounts Payable System and General Ledger System modules must both be Registered and, if using the Multi-Departmental Accounting feature, Departments must be defined to have this Expense Breakdown Widget available.

 

HelpFilesWidgetsExpenseBreakdownOption

   Expense Breakdown Widget Configuration Option

 

Click the Maintenance Icon to access the Configuration Option for the Expense Breakdown Widget.

HelpFilesWidgetsMaintenanceIcon

For Department: - Either the Expense (from Bills entered in the Accounts Payable System) data for One selected Department, or the data for All Departments may be displayed.
You may Right-Click the For Department: field and Choose the desired Search By method (either by Name or Dept - Department Number).
Using the Drop-Down Selection List provided, Choose the Department to be reported, or Choose All to display the information for All of the defined Departments.
Click the Save button to activate your selection.
Click the Refresh icon on the Expense Breakdown Widget to Refresh the selected Accounts Payable System data.

HelpFilesWidgetsRefreshIconSm

The Expense Breakdown Widget item may be "collapsed" or "expanded" as needed.

HelpFilesWidgetsMinimizeButon

Click its Red Minimize button to "collapse" the Expense Breakdown Widget.
Click that Red Minimize button again to "expand" the Expense Breakdown Widget.