Dashboards

• Cash Flow

  This bar chart represents the cash being generated in the company on a monthly basis for the last 12 months. It shows all cash payments received including retainer payments, but broken into defined periods within the specified date range. Cash flow looks at all deposits made, not just the payments on invoices and excludes write-offs, debit and credit type payments. You can apply date and other filters to it.

  

  This widget is especially useful to the principals, partners and accountants in the company.

• Net Billed by Period

  This bar chart represents total billed amount (excluding taxes, discounts and draft invoices) on a monthly basis for the last 12 months. It shows all the billing done by the company without considering the retainer amount used, broken into defined periods within the specified date range. You can apply date and other filters to it.

  

  This widget is especially useful to the principals, partners and accountants in the company. It is a good practice to compare billings with A/R balances.

• Receivable Balance by Month

  This bar chart represents the company’s month-end Accounts Receivable balances for the last 12 continuous months. It displays the total outstanding receivables calculated as of a selected date, ensuring accurate historical A/R balances for each month. The widget always shows 12 months in sequence and displays $0 for months with no activity. Balances are calculated using all transactions through the As of Date and can be based on either the Transaction Date (default) or the Accounting Date, depending on your reporting preference. The widget also includes amounts from Late Fees, General Journal entries, and Credit Payments, providing a complete view of receivables. You can apply the mandatory As of Date filter (with relative date options) along with other available filters to refine the data displayed.

  

  This widget is especially useful to the principals, partners, accountants, and billing users in the company. 

• AR Aging

  This bar chart displays the company’s accounts receivable (A/R) aging over the selected transaction period. It provides a visual summary of unpaid invoices categorized into aging buckets (Current, 1–30, 31–60, etc.), based on Due Date, Invoice Date, or Accounting Date. The aging intervals are derived from the settings defined under Settings > Billing & Invoices > Accounts Receivable > Aging Interval. You can filter the data using parameters such as Transaction Date, Aging Based On, and a selected time range (for example, Last 12 Months). The chart automatically refreshes at specified intervals, ensuring up-to-date visibility of outstanding balances.
  
  This widget aligns with the A/R Aging reports in CORE, ensuring a consistent and accurate aging view across dashboards and reports. It is particularly useful for principals, accountants, and billing users to monitor receivables, track collection performance, and identify overdue accounts that can require follow-up.

• Income

  This vertical bar chart shows the company's income across various accounts within the specified date range (e.g., last 30 days), allowing you to visualize revenue trends and performance more accurately. The widget clearly distinguishes between positive and negative values for better financial insight. It displays the top 9 income accounts based on balance and groups the remaining non-zero accounts into a 10th category called Additional Income Accounts. The total income displayed includes all accounts, even those not individually shown, ensuring data completeness.

  

  You can apply date and other available filters, and the widget dynamically updates based on your selections. This widget is especially useful to the principals, partners, and accountants in the company.

• Money Owed

  A list of clients and the money owed by them as of today. It shows a summary of all the open invoice balances of each client as of a certain date along with the aging of the oldest invoice. You can apply other filters to it.

  

  This widget is especially useful to the principals, partners, accountants, billing users and project managers in the company. It can help you in tracking A/R, prioritizing collection calls and determining whether to extend further credit to clients.

• Retainer Balances

  This list widget shows the clients that have some retainer balances as of a certain date (say today). It displays the summarized information about the retainer received, applied, and the balance for each client. The Applied column also shows refunded retainers. You can apply date and other filters to it.
  
  In the standard view, this widget excludes clients that have zero retainer balances even if they paid retainers in the past. However, you can apply filters to include clients with zero retainer balances.

  

  This widget is especially useful to the principals, partners, accountants, billing users, and project managers in the company.

• Aged Receivables

  The donut graph shows the overdue invoices or outstanding amount per aging period (last 30, 60, 90 and 120 days) as of today. It shows a summary of the open invoice balances broken into four aging periods based on invoice due date. You can apply date and other filters to it.

  

  This widget is especially useful to the principals, partners, accountants, billing users, and project managers in the company. This important information can assist you in prioritizing collection calls and determining whether to extend further credit to clients.

• Hours

  This dual bar chart represents the project-related billable and non-billable hours entered on a monthly basis for the last 12 months. It shows a comparison of the billable and non-billable hours based on the time entry date within the specified date range and billable status. You can include or exclude the overhead and marketing contracts from the calculations. You can apply date and other filters to it. By clicking one of the legend boxes (Billable or Non-Billable), you can turn that off and see only one type of hours.

  Note: This widget does not include hours recorded against vendors in vendor bills.

  

  This widget is especially useful to the billing users, project managers, and timekeepers in the company.

• Unbilled Services

  This bar chart represents the value of total hours logged, but not yet billed for the last 12 months. It displays the unbilled amount based on the time entry date within the specified date range and excludes WUD and taxes. The y-axis of the chart is based on the charge amount, not hours. You can apply date and other filters to it.

  

  This widget is especially useful to the billing users and project managers in the company. Unbilled time hinders cash flow. Excessive unbilled time should prompt an analysis to understand the risk of unbilled work and reasons why it has not been billed.

• Staff Workload

  This horizontal bar chart shows the total allocation of hours for your staff (employees). It displays the assigned hours and used hours (actual hours worked) rolled up at the employee level where the scheduled end date is within the specified date range. Time entries can be approved or unapproved, but the time entry date has to fall between the allocation start and end dates for them to be included here in the Used value. So the allocations without any start and end dates do not show up in this widget.
  
  

  This widget is especially useful to the project managers and timekeepers in the company.

  Note: The widget computes the assigned and used portion of allocations that are based on individual employee-activity combination as well as their groups. It excludes resources of type 'vendor' because tasks cannot be allocated to them.

• Employee Allocation

  You can see what is expected of you even if you do not have access to the Allocation & Forecasting screen. This list widget shows the allocated and used hours of the logged-in user or employees you are managing by project within the specified date range. Time entries can be approved or unapproved, but the time entry date has to fall between the allocation start and end dates for them to be included in the Used amount. So the allocations without any start and end dates do not show up in this widget. 

  

  This widget is especially useful to the project managers and timekeepers in the company.

  Note: The widget computes the hours allocated and used that are based on individual employee-activity combination as well as their groups. It excludes resources of type 'vendor' because tasks cannot be allocated to them.

• Time Performance

  The Time Performance widget is an important self-evaluating tool for timekeepers. It ensures that you are meeting the expectations of total logged hours and billable to non-billable hour ratio. The donut graph provides a snapshot of the current week’s expected/standard hours as compared to what was logged as billable, non-billable, overhead and PTO hours. These are represented as hour values and percentage of standard hours. The percentages for Paid Time Off, Overhead Hours, Non-Billable Hours, and Billable Hours can be in comparison to the total actual hours logged, standard working hours, or standard working hours (minus deductions), depending on the Utilization Based On field in Settings > Company > Work Time. For details, check the field description in Company. You can apply date and other filters to remove inactive terminated employees from the widget.

  

  Total Hours = Billable Hours + Non-Billable Hours + Overhead Hours + PTO Hours

  PTO = Vacation + Sick + Holiday + Comp Hours

  Overhead Hours = Hours logged against marketing and overhead projects

  This widget is especially useful to the project manager, and time and expense user in the company.

• Reimbursables

  This list widget shows the paid and unpaid amounts of reimbursable expenses for the logged-in user within the specified date range (last 30 days). It lets you know if there are any reimbursable expenses waiting to be paid. You can apply date and other filters to it.

  

  Typically, the reimbursable expenses (system vendor bills) are clubbed together for a month and paid in full (bill payments). The Paid column shows the full Cost Amount of the expense if you do not exclude any of the expenses from the clubbed bill when making the payment for it. However, if you exclude some expenses, then the Pay Amount of the bill is distributed among the component expenses in the Paid column while the due amount of the bill is distributed among them in the Unpaid column.
   

  Unpaid = Expense Entry Cost Amount - Paid Amount

  This widget is especially useful to the project managers and timekeepers in the company.

• Employee Performance

  This bar chart shows the top employees in your company, rated by their billed services (billed time including those marked as billed) year to date including discounts and WUD, but excluding draft invoices. It shows where all the revenue and profit is coming from so that you can treat those employees with the most attention. The revenue is based on invoice date and the cost is based on time entry date. For YTD period, the metric reflects how much profit changed as compared to the previous YTD range (percent change). You can apply date and other filters to it.

  

  Billed Services = (Billed + Billable + Client Hours) x Bill Rate x WUD

  This widget is especially useful to the project managers as it tells them who the best performers in their company are.

• Activity Performance

  This bar chart shows the top activities rated by their billed value year to date. This quick snapshot shows where all the revenue and profit is coming from so that you can treat those services with the most attention. The revenue is based on invoice date and the cost is based on time entry date. For YTD period, the metric reflects how much profit changed as compared to the previous YTD range (percent change). You can apply date and other filters to it.

  

  This widget is especially useful to the accountants and project managers in the company. It is useful for managers to know what are the best services in the company.

• Expense Performance

  This bar chart shows the top expenses in your company rated by the billed value year-to-date. This quick snapshot shows where all the revenue and profit is coming from so that you can treat those expenses with the most attention. The revenue is based on invoice date and the cost is based on expense entry date. For YTD period, the metric reflects how much profit changed as compared to the previous YTD range (percent change). You can apply date and other filters to it. It also allows you to drill down to the details.

  
   

  This widget is especially useful to the accountants and project managers in the company. It can help you in planning and budgeting project expenses. 

• Client Performance

  This bar chart shows your top clients ranked (in descending order) on the basis of payments received (invoiced services) through them in the last 12 months (or year to date), excluding retainer, trust fund, write-off, credit and debit type payments. This quick snapshot shows where all the revenue and profit is coming from so that you can treat those clients with the most attention. The revenue is based on invoice date and the cost is based on time and expense date. You can apply date and other filters to it.

  

  This widget is especially useful to the principals, partners and project managers in the company. It is useful for managers to know who their best clients are.

• Project Performance

  This bar chart shows the top projects of your company based on cash payments received toward their invoices (invoiced services), with the pay date or invoice amount within the specified range. The quick snapshot shows where all the revenue and profit is coming from so that you can treat those projects and clients with the most attention. The revenue is based on invoice date and the cost is based on time and expense date. For YTD period, the metric reflects how much profit changed as compared to the previous YTD range (percent change). It rolls up the amounts for all phases and shows them against the parent project, thus allowing you to see both cumulative values as well as the breakdown. You can apply date and other filters to it.

  

  This widget is especially useful to the principals, partners and project managers in the company. It is useful for managers to know who their best projects are.

• Staff Utilization

  This bar chart shows the billability of time entries by employees within the specified date range (this year to date). It shows the utilization percentage of each employee based on the comparison of billable and non-billable hours. In other words, it shows the effectiveness of employees in terms of revenue generated by them. It can be based on the actual hours logged by employees, standard working hours, or standard working hours (minus deductions), depending on the Utilization Based On field in Settings > Company > Work Time. It also shows the overall company-wide utilization of the staff at the top of the widget. You can apply date and other filters to it.

  Utilization % = (Billable Hours / Total Hours) x 100

  where Billable Hours are actual billable hours (of projects other than marketing and overhead) and Total Hours are determined based on what is selected in the Utilization Based On field in Settings.

  

  This widget is especially useful to billing users and project managers in the company. The utilization rate gives a measure of the usefulness, efficiency and overall performance of your employees, excluding outside consultants and vendors. Typically, an acceptable range for the utilization rate is about 70-90%.

• Staff Effective Rates

  This bar chart shows the total billable hours logged by an employee and those billed to the client within the specified date range (this year to date). Effective bill rates of employees are based on a percentage of standard bill rates that is actually collected, excluding taxes. It reflects agreed-upon discounts from standard rates, write-up/downs (fee reductions taken before sending the invoices) and write-offs (fee reductions after billing). You can apply date and other filters to it.

  

  Some of the calculations involved are:

  Effective Bill Rate = Billed Amount / Total Billed Hours

  Bill Rate = Employee Bill Rate

  Average = Billable Amount / Total Billed Hours

  This widget is especially useful to the billing users and project managers in the company.

• Paid Time Off and Comp Hours

  This bar chart shows a summary of hours available and used by the employees against the four activities: sick, vacation, holiday and comp time within the specified date range (as of today). Available column represents the total allocated PTO while the Used column represents the hours used from that allocation. This widget shows the earned and usage data for approved time only. You can apply date and other filters to it.

  Paid Time Off = Sick + Vacation + Holiday Hours

  

  This widget is useful to the principals, partners, project managers, and timekeepers in the company. It is especially useful for HR managers who have to run reports to show you assigned, used and remaining hours. HR Admin users can view PTO information of all employees here and not just the logged-in user.

  Note: The PTO information here (Available hours) is retrieved from CORE HR (Benefits Usage), if available. Otherwise, it comes from Employees > Permissible Hours. However, the Used hours are retrieved from time entries using the default time off activities set at the Settings > Time & Expenses level.

• Gross Margin (Billed) by Client

  This list widget shows the profitability or margin analysis of clients within the specified date range on accrual or cash basis of accounting. It shows a list of clients with the associated revenue (net billed), cost (total cost of billed services and expenses), gross profit and gross margin (Revenue - Cost). You can apply date and other filters to it.

  

  This widget is especially useful to the principals, partners and project managers in the company. It lets you know the gross margin for each client; typically, these gross margins should be 66% or more.

• Project Analysis

  This line graph shows the progress of the projects you manage (this year to date). It displays the most important metric project managers are concerned about in order to know if their projects are performing as expected. It helps them understand the difference between the value of work performed and its cost. You want to make sure the gap between the Billed Cost and Billable Pre-WUD value is big and that the Billed value is the highest. You can apply date and other filters to it.

  

  It displays three important metrics that help you analyze a project's performance. 

  • Cumulative value of billed + unbilled time and expenses includes:
    - Billed contracted service and expense amounts, including fixed fees and WUD (excluding tax, discounts, extras, and miscellaneous adjustments)
    - Unapproved and approved service and expense amounts, including WUD but excluding extras and tax
     
  • Cumulative value of billed time and expenses includes WUD and markups, but excludes taxes, and extra time and expenses. It represents the actual project analysis.

  Billed Amount = (Client Hours x Bill Rate x WUD) + (Units x Cost Rate x MU%)

  • Cumulative cost value of billed time and expenses is the sum of the cost amount of services and cost amount of expenses, excluding WUD and taxes.

  All Cost = (Hours x Cost Rate) + (Units x Cost Rate)

• Project Status

  This list widget provides an overview of the projects and their phases based on the contract amount or budget amount(whichever view you select). The quick snapshot gives a clear picture of how much is billed (billed amount of time and expenses excluding retainer paid), unbilled (billable, but unapproved, unbilled time and expenses, including taxes, WUD and markups) and open A/R (unpaid invoices) per project.

  The spent value depends on your selection: Contract Amount or Budget Amount. In case of Contract Amount, spent represents the value of approved as well as unapproved billable and non-billable services and expenses, excluding WUD, markups, and extra time and expenses. In case of Budget Amount, it represents the value of all time and expenses regardless of their approval status, including markups. It rolls up the amounts for all phases and shows them against the parent project, thus allowing you to see both cumulative values as well as the breakdown. You can apply date and other filters to it.

  

  This widget is especially useful to the principals, partners and project managers in the company. It is best viewed in the wide layout.

  Note: The widget displays a red icon when either the Spent or Billed amount exceeds the Contract amount. The icon appears to the left of the specific value that is over budget.

• Project Allocation

  This list widget shows the allocated and spent hours for projects within the specified date range. The time entries can be approved or unapproved, but the time entry date has to fall between the allocation start and end dates for them to be included here in the Spent amount. This widget shows rolled-up totals at the parent project level. 

  

  This widget is especially useful to the project managers and timekeepers in the company.

  Note: The widget computes the hours allocated and amount spent that are based on individual employee-activity combination as well as their groups.

• Project Allocation by Activity

  This list widget shows the allocated and spent hours for projects by activity within the specified date range. So you can see your task allocations for each project and activity along with the start and end dates. The time entries can be approved or unapproved, but the time entry date has to fall between the allocation start and end dates for them to be included here in the Spent amount. 

  

  This widget is especially useful to the project managers and timekeepers in the company. It defaults to show the allocations for the logged user only.

  Note: The widget computes the hours allocated and amount spent that are based on individual employee-activity combination as well as their groups.

• Gross Margin(Billed) by Project

  This list widget shows the profitability or margin analysis of projects within the specified date range on accrual basis of accounting. It shows a list of projects with the associated revenue (Net Billed), cost (total cost of billed services and expenses) gross profit and gross margin (Revenue - Cost). You can apply date and other filters to it.

  

  This widget is especially useful to the principals, partners and project managers in the company. It lets you know the gross margin for each project. You can click on the report icon to view the related Project Profitability report.

• Submittals

  This is an interactive list widget that displays information about project submittals. You can monitor the date of submittals along with their status. You can apply filters to it and even change the status of submittals.
   

  

  This widget is especially useful to the principals, partners and project managers in the company for highlighting any submittals that are pending or might need immediate attention. It is best viewed in the wide layout.

• Requests for Information

  This is an interactive list widget that displays information about project deliverable such as Requests for Information (RFI). You can monitor the due date of RFIs along with their status to make sure the requested information is delivered by you or your team. You can apply filters to it and even change the status of these RFIs.

  

  This widget is especially useful to the principals, partners and project managers in the company for highlighting any RFIs that are pending or might need attention. It is best viewed in the wide layout.

Accounts Payable

• Income vs. Expenses

  This dual bar chart shows the company's income, expenses and profit within the specified date range (year to date). It provides a quick snapshot of your income and expenses in terms of billing, cash flow, aging and income on a monthly basis. It helps you make sure you are not spending more money than you are putting in the bank, thus spotting potential issues before they get out of control. You can also compare the current and previous year's monthly profits to put things into perspective. This KPI allows you to glance quickly at the key balances to ensure none of them is getting out of hand. You can apply date and other filters to it.

  

  This widget is especially useful to the principals, partners and accountants in the company. It reflects the data based on the Accrual or Cash accounting as set in Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

• Expenses

  This vertical bar chart shows the company's overall expenses broken down into various accounts within the specified date range. It helps you analyze both positive and negative values effectively, giving a clearer picture of spending and cost distribution. The chart displays the top 9 non-zero expense accounts based on absolute value, with a 10th bar labeled Additional Expense Accounts representing the combined total of all other non-zero accounts not shown individually. The total expense amount reflects all accounts, ensuring accurate and complete data representation.

  

  You can apply date and other filters to tailor the view based on your needs. This widget is especially useful to principals, partners, and accountants in the company. It reflects data based on the accrual or cash accounting method as set in Settings, and allows you to toggle between these views as needed.

  This widget is especially useful to the principals, partners and accountants in the company. It reflects the data based on the accrual or cash accounting as set in Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

• Project Schedule by Due Date

  This bar chart displays projects with their start and due date schedules in a mini Gantt Chart view. This widget focuses on the project's start and due dates and displays them in a timeline, with today as a dotted vertical line for your reference. You can view the schedule on a monthly or yearly (default) basis, and also apply date and other filters to it. Multi-phase projects are expandable and project names are clickable to direct you to the project's details. 

  

  Each bar is colored according to the status of the project, which is based on its end date or due date: Completed, In progress, or Delayed. If the project's end date passed and its status is not complete, CORE displays the bar in red. If the project's end date passed and its status is complete, CORE displays the bar in green. It uses blue for the rest of the scenarios. If a project does not have a due date, CORE uses the due date of its phases, if any. If the phases also do not have any due dates, then CORE displays the bar with a broken line on the right side. Similarly, if a project does not have a start date but has a due date, CORE displays it with a broken line on the left side. If a project has neither a start date nor an end date, then it does not show up on the widget. Projects are sorted in the list based on the start date.

• Project Schedule by Allocation

  This bar chart displays projects in a mini Gantt Chart view based on their task allocations. This widget focuses on the allocations at the project level instead of the project's start and due dates. You can view the schedule on a monthly or yearly basis, and also apply date and other filters to it. Multi-phase projects are expandable and project names are clickable to direct you to the project's details. 

  

• Documents

  This interactive list widget allows you to quickly see and open all the documents added or modified within the specified date range (this week). You can apply date and other filters to it.

  

  This widget is especially useful to the principals, partners, accountants, billing users, project managers, and timekeepers in the company.

• Notes

  This widget shows a list of notes added in the last 7 seven days for the projects or clients you manage. It includes the notes related to employees, projects and clients managed by the logged user within the specified date range (newest to oldest by default). You can apply date and other filters to it.

  

  This widget is especially useful to the project managers in the company.

• Workflows

  This list widget shows the submit-approve workflow for the logged-in user. It ensures that time, expenses, budgets, invoices, bills, etc. submitted to the logged-in user get seen and approved. You can choose the type of workflow you want to view from the drop-down and switch between them easily. This KPI includes all the four states of approval: un-submitted, submitted, forwarded and rejected entries. Each category has a value for hours or expense cost. You can apply other filters to it.

  

  This widget is especially useful to the accountants, billing users, project managers, and timekeepers in the company.

• To-Dos

  This list widget displays all the to-do tasks that are assigned to you and allows you to quickly update them from here itself. These to-dos might be related to clients, employees, vendors, projects, prospects, campaigns, etc. The project managers might want to know about project-related to-dos that are pending, but which are not assigned to them. These are grouped separately from the assigned ones. It shows all the open, incomplete to-dos related to the logged-in user, automatically showing the items that are due sooner on the top. You can apply date and other filters to it.

  CORE allows you to create new to-dos by clicking the plus + icon on the top of the widget. All CORE users can report progress on assigned to-dos directly from the dashboard. You can mark items with % Done or check the box on the left to mark it as complete. If you choose to mark an item as complete using the check box, then the % Done is automatically updated to 100, and vice versa. The completed items in both cases move to the bottom of the widget list and are grayed out.

  

  This widget is especially useful to the principals, partners, accountants, billing users, project managers, and timekeepers in the company.

• Due Projects

  This list widget shows the list of projects that are due within the specified date range. The quick snapshot helps project managers complete the project on time by seeing all the approaching deadlines. You can apply date and other filters to it.

  

  This widget is especially useful to the principals, partners and project managers in the company.

• Resource Allocation and Schedule Details

  The Resource Allocation & Schedule Details widget helps you view upcoming resource allocations by week or due date, making it easier to plan your work effectively. As a manager, you can also monitor your team’s allocations for better oversight and resource planning.

  You will see allocated hours by activity and project, along with the start and end dates for the selected period. Only time entries that fall within the defined allocation period are included. Allocations without start or end dates will not appear in the widget. A toggle in the filter panel lets you switch between Resource Allocation view and Resource Schedule view, giving you the flexibility to review both planned allocations and scheduled work as needed.

  

  This widget is especially useful to the project managers and timekeepers in the company.

  Note: The widget computes the hours allocated that are based on individual employee-activity combination as well as their groups. It excludes resources of type 'vendor' because tasks cannot be allocated to them.

• Active Accounts

  This bar widget shows the balances of chart of accounts for the current month and fiscal year-to-date (FYTD). By default, it displays a list of active accounts (excluding balance sheet accounts) with the associated balance amount, sorted by the FYTD balance. However, you can apply the account type filter to it to see the balances of specific accounts, including balance sheet accounts like bank, credit cards, etc.

  

  This widget is especially useful to the principals, partners and accountants in the company. It reflects the data based on the accrual or cash accounting as set in Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

• Balance Sheet - Comparative

  This bar widget shows the balance sheet of the company for the selected year. The bar graph represents the two sides of the accounting equation: Total Assets = Total Liabilities + Owner's Equity. For comparison, it displays the assets, liabilities and equity account totals with the same period for the previous year. The current year values display a percentage to represent the net change from the prior year. You can apply the transaction date filter to it to see the balances as of a certain date or today. Balance sheets are typically run as of the current date. 

  

  This widget is especially useful to the principals, partners and accountants in the company. It reflects the data based on the accrual or cash accounting as set in Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

• Profit and Loss - Comparative

  This bar widget shows the profit and loss status of the company for the selected period. The bar graph represents the overall income and expenses of the company. For comparison, it displays the income and expense account totals with the same period for the previous year. The current year values display a percentage to represent the net change from the prior year. You can apply the transaction date filter to it to see the profit or loss as of a certain date or other date ranges such as week, month, quarter or year. 

  

  This widget is especially useful to the principals, partners and accountants in the company. It reflects the data based on the accrual or cash accounting as set in Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

• Account Balances

  This bar widget shows the reconciled account balances in CORE. It displays a list of balance sheet accounts, including undeposited funds, with their associated balance amount and reconciled amount. You can apply the account type filter to it to see the balances of specific B/S accounts, such as bank or credit card.

  

  This widget is especially useful to the principals, partners and accountants in the company. It allows you to drill down to the details. It reflects the data based on the accrual or cash accounting as set in Settings. However, it also allows you to toggle views between the accrual and cash basis of accounting.

• Trust Fund Balances

  This list widget shows the summarized trust fund balances in CORE for your clients. It displays the amount received, amount used and remaining balance on the trust fund accounts for each project. The Used amount is the fund amount applied on the client invoices. You can apply the filters to it to see specific balances.

  

  This widget is especially useful to the accountants in the company.

• HR Upcoming Reviews

  This list widget provides a summary of upcoming performance reviews. It lists the employees, reviewers and dates when the reviews are due. It is a very useful tool to stay on top of your HR responsibilities.

  

  This widget is especially useful to the HR or team managers in the company.