Hi,
This may be taken as an idea
Two things came into my mind considering the case where a number of investors (who are not accountants) are in a partnership business who needs to see occasionally or maybe daily about the business performance. The dashboard is the summary page.
So if the following two things would enhance the whole picture of Manager.
1, To have Gridlines or shades across the sections of the Summary page for better view.
2, Introduce to send a link to anyone by the admin to see the Summary page same like in customer portal
Would not support that, the summary page looks already “busy” enough, adding gridlines or shades in my view does not make good practice even in tables, but understand why they are there. We group a lot of sub-accounts and it would actually make the reading of the summary more difficult with gridlines/shades.
Why would that be useful? You can as well just email a ledger summary report without possible security issues.
I did not mean coloring
If it is like the the lists Customer, invoices, etc
To have a quick and a clear view
SOrry @AMM, but I understood what you meant and do not like it for the summary page as explained. The below screenshot of just part of the summary screen would in my view become less clear and thus do not support the suggestion.
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Just give them restricted users with view on summary. And when they sell their stake, you can simply delete the user. That’s way better than the portal.
Looks Ok Thanks a lot
I dislike the lines.
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#Me too
Me to
My screen real estate is far too valuable to have Manager’s window that large. If you reduce the window width to something sensible then it’s easy to go from name to value