Helpful information in one location
Dashboard overview
Depending on your level of access, on your dashboard you have an overview of:
Trading
Reports
Accounting
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.
Trading Tab - Open Contracts & Inventory
Open Contracts and Inventory
This is where you can see all your open contracts alongside your current inventory
Reports Tab
Depending on your access level type, In the Reports tab you have an overview of:
DAFF Levy report
Deliveries due for Invoice report
Deliveries due for Payment report
Expense accrual report
In-Progress Sale Deliveries
Inventory Activity Report
Inventory Adjustments Report
Levies report
Post Payment report
Post Payment deduction report
Profit & Loss report
Purchase Deliveries
Sale Invoice report
Organisations report
Credit Limit report
Accounting Tab
In the Accounting Integration tab, you have an overview of:
Xero Errors
Xero Purchases
Xero Sales
Attache Purchases
Attache Sales
Depending on the level of your access you can export and integrate the data within the account software.
