The Cash Balances screen on the Financial menu uses data from SKYLINE GL Checkbook. This screen can be used for both commercial and residential properties. Clicking the Account Number link in the Cash Balances table displays a separate daily Cash Flow Chart for the current time period.
NOTE You must select a Property in the Prompt section to display data in the table.
Cash Balances display in both graphical and tabular formats.
A pie chart is produced for one property at a time displaying Checkbook Balances.
A grid displays the Current Bank Balance and supporting information, such as Account Number.
The Prompt button is available at the top of the screen to help you group and filter the data presented. Use the multiple selection criteria fields to isolate and customize the information that is most important to you.
In the Prompt section you have the option to show a toolbar of controls for the graph. Select the Show Tool Bars checkbox to change the display to include a toolbar at the bottom of the graph. This allows you to:
Switch the display from a graphical presentation, to a Grid (table) format
Add to the My Portal page
Display the information in Full Page format
NOTE To keep the Prompt section in view, click the push pin icon in the far right section of the screen. When this control is not in place, the prompt section hides from view to give you a larger graphical display area.
Complete any or all of the Prompt fields and click Refresh to filter the displayed results.
Table data is retrieved from the SKYLINE GL Checkbook, Balance Inquiry screen.
Data includes:
Account Number - Clicking the Account Number link displays a separate daily Cash Flow chart for the current period.
Bank Name
Last Date Reconciled
Current Account Balance
The table includes its own toolbar with multiple options to export and print, plus additional controls to manipulate the table. For instance, you can click the + shortcut to add this view to your My Portal page.
Each table column can be sorted and filtered in a variety of ways. The toolbar includes a control to view or hide the filters. The filters fields display above the top row of data (one for each column) and each includes a drop-down list of filtering options.
Click the Account Number link in the Cash Balances table to display a separate Cash Flow Chart. The line graph tracks the Checking Account Balance daily for the current month.