Fiscal Host Overview Dashboard

The Fiscal Host Overview Dashboard allows admins to get a quick glimpse of recent activity, pending items, and financial status all on one page.

The Fiscal Host Overview Dashboard provides admins with a high-level overview of their status on the platform. This includes a to-do list of pending Expenses, Contributions, and Applications; a snapshot of balance, income, and spent funds; and a short list of recent activity associated with the Host.

To do

The To do module in the Fiscal Host Overview consolidates all of items that might require an admin's attention in one place. Clicking on one of the buttons with a specific type of Expense, Contribution, or Application will redirect you to the respective page in the Dashboard, filtered to only show those specific items.

The specific items that are featured in the To do list are:

• Expenses

  • Unreplied

  • To Pay

  • Missing Receipts

  • On Hold

  • Incomplete

  • Errors

• Contributions

  • Disputed

  • In Review

• Applications

  • Unreplied

  • Pending

Recent Financial Activity

The Recent Financial Activity section of the Overview page shows important financial information consolidated into one place. It is also possible to change the filters for the information displayed to account for different time spans or focus exclusively on the fiannces of the Fiscal Host or its hosted Collectives.

There are four main components displayed in this section:

• Balance

• Received

• Spent

• Recent Transactions

The information displayed can also be configured by changing the filters at the top of the section.

Recent Activity

The final section on the Overview page is the Recent activity module. This section gives a simplified snapshot of all of the activity related to the Fiscal Host on the platform. To view a more comprehensive list of associated activities, you can click the "Got to activity log button" at the top of the section.