Dashboard Overview
Depending on your level of access, on your Dashboard you have an overview of the Trading tab and Reports module which includes Transactions and Storage options.
Trading Tab - Position
In the trading tab, you have an overview of your recent and upcoming trades:
Position by Commodity
Your inventory position across all sites you currently hold grain, broken down by commodity. These coloured bars can go into the negative if more tonnes are sold than those you own or have purchased.
Position by Grade
Your inventory position broken down by grade. These coloured bars can go into the negative if more tonnes are sold than those you own or have purchased.
Undelivered Contract quantity by month (mt)
Tonnes in the positive are undelivered on a sale contract, and tonnes in the negative are undelivered on a purchase contract.
💡Note: To Download / Export Reports to a .csv .xlsx .json .png click on the 3 dots on the top right of the Report to show this 'Download results' option.
Reports Module (Transactions)
Your access level type will determine the Reports you have access to in this section. Our Reports include:
Attache Purchases
Attache Sales
Contract Acceptance
Credit Limit
DAFF Levy report
Deliveries due for Payment
Deliveries due for Sale Invoice
Expense accrual
In-Progress Sale Deliveries
Inventory Activity
Inventory Adjustments
Levies
Notifications Sent
Open Contract and Inventory
Organisations
Post Payment
Post Payment Deductions
Profit & Loss
Purchase Deliveries
Royalty Payments
Sale Invoices
Xero Errors
Xero Purchases*
Xero Sales*
*Depending on the level of your access you can export and integrate the data within the account software.