Set your Dashboard tiles to use the close month to automatically roll forward the month
One of the benefits of the Jirav Dashboard is a beautiful visualization of your business and timely financial information. Once you have closed the month in your accounting system and have set the tiles to use the close month then tiles will automatically roll forward to the new period.
Here is a step by step guide on how to do this.
Further help on using the close month see our help article .
Step 1:
Select a tile to edit by clicking the three dots in the top right corner of the tile that are the ellipses
Step 2:
A dialogue box will open up where you can change the settings for the tile; one of which is which setting to choose for the offset of the tile.
There are two options:
- Current Month - this would indicate that the tile use the month that you are in based on todays date
- Close Month - this is what from settings and can be set by your accounting system or you can set it to a specific date - please see the help article for further information and a step by step guide
Step 3:
Once you have made your selection and any other customization to the tile click "Save" and the tile will update and save accordingly.
For further information on the Jirav Dashboard Tiles please see our help article for the Tiles Overview.