New Collection for Budget and Turnover per Debtor, Fiscal Year and Period

Easily view the budget and turnover per debtor, fiscal year, and period with our new collection in the Sales dashboard. You can adjust the displayed content using the parameters 'Debtor', 'Fiscal Year', and 'Period'.

• If no parameters are specified, periods 1 through 13 of all debtors in the logged-in fiscal year are displayed.
• If no parameters are specified for fiscal year, the logged in fiscal year is used.

The invoice value is determined by the Total exclusive VAT ac field of the sales invoice, including other costs. The Period field of the sales invoice is used to determine the period, and the fiscal year is determined by the year in which the financial transactions of the invoice were booked.