The Top 5 list dashboard widget

Modified on Thu, 24 Jun, 2021 at 3:02 PM

The top 5 list is a dashboard widget which allows you to select up to 5 nominal accounts to report on.


You can customise the dashboard to show the Top 5 list widget. 



Click on the Manage account codes link within the widget and you will be redirected to the chart of accounts on the Settings > Accounting > Account codes menu.



You can select a nominal account as a favourite to appear on the Top 5 list by clicking on the star icon.



Back on the Dashboard > Overview menu, the Top 5 list widget will display a table showing the balance of the past 5 months for each nominal account that you have added as a favourite. 


You can also view a graph of each account by selecting it in the drop-down box.



If you click on any of the balance amounts, you will be redirected to a transaction report showing the transactions that make up this balance.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article