How to Use the Dashboard

Overview

Welcome to the Papercare Working Papers help section. This guide will walk you through the Dashboard feature, providing insights into how to navigate and utilise its functionalities effectively. The Dashboard serves as a central hub for monitoring tasks, statuses, and critical information related to your client’s accounting period.

How to Use the Dashboard

Step 1 :Accessing the Dashboard

The Dashboard will be the default page that opens upon entering a client’s accounting period.

Step 2 :Dashboard Sections

The Dashboard is divided into three main sections:
Task List Status
Task Report
Overview of Review Points and Queries

Step 3 :Task List Status

Step 3.1 :Lead Schedules

Lists out all the lead schedules prepared in the accounting period.

Step 3.2 :Status Indicators

Shows the status of each lead schedule:
Not Started: Displayed as a red dot.
In Progress: Displayed as a yellow dot.
Completed: Displayed as a green dot.

Step 3.3 :Summary Information

Provides the total number of Queries, Review Points, Notes, and Attachments for each lead schedule.

Step 3.4 :Reviewed By

Automatically updates as users flag control accounts as reviewed within respective control accounts.

Step 4 :Task Report

Step 4.1 :Summary Data

Summarises the data from the Task List Status in a pie chart, indicating:
Not Started
In Progress
Completed
Total Tasks

Step 4.2 :Interactive Chart

The pie chart is interactive. Clicking on it filters the task list on the Task List Status section based on your selection.

Step 5 :Overview of Review Points and Queries

Step 5.1 :Summary of Items

Summarises the total number of resolved and unresolved items in a pie chart, represented in percentage terms.

Step 5.2 :Interactive Functionality

Clicking on the pie chart directs you to the Review Points or Queries page, listing out the resolved or unresolved items based on your selection.

If you have any further questions or need additional assistance, please contact our support team.