Skip to main content

Finance

This dashboard card is included in the Financial Accounts and Invoicing module.

Description​

Financial accounts and Invoicing summary card.

Properties​

This card has the following properties.

PropertyValue
NameFinance
Codecards_financialAccounts
TypeCard
ContextModule

Applies to designs/interfaces​

This card applies to the following designs and interfaces.

NameCode
Financial AccountsdesignInterfaces_financialAccounts
Account Paymentsdesigns_accountPayments

Queries​

This card contains the following summary queries.

Accounts​

Financial accounts and Invoicing summary card.

PropertyValue
NameAccounts
AQS Query
{
"type": "StatisticsAggregation",
"properties": {
"dodiCode": "designInterfaces_financialAccounts",
"aggregationType": "Count"
}
}

Invoices​

Financial accounts and Invoicing summary card.

PropertyValue
NameInvoices
AQS Query
{
"type": "StatisticsAggregation",
"properties": {
"dodiCode": "designs_accountInvoices",
"aggregationType": "Count"
}
}

Payments​

Financial accounts and Invoicing summary card.

PropertyValue
NamePayments
AQS Query
{
"type": "StatisticsAggregation",
"properties": {
"dodiCode": "designs_accountPayments",
"aggregationType": "Count"
}
}

Permissions​

This card defines the following permissions.

User groupAllows
Financial Account ViewersReadOnly
Financial Account ManagersReadOnly