Welcome

The Welcome screen allows you to visually understand changing business conditions coupled with the latest Company Announcements. Your default welcome Dashboards will help you identify trends and have real-time visibility into the financial performance of the account directly from the welcome screen as soon as you log in. Your Timeline shows current and past due items needing attention. The types of tasks shown in the Timeline include the ability to "drill through" other areas of the application in order to take additional actions, while the Shortcuts menu can be used to quickly jump to an area of the application based on the user's commonly performed tasks. All these options within the welcome screen can be customized by each user.

Who can use this feature?

Users with the Dashboards permissions will be able to view and edit the welcome dashboards