Relevant to: Buyers and Site Operators
Navigation: Transactions > Dashboard
The Transactions dashboard includes helpful high-level graphs as well as detailed reports on your inventory, position and accounting.
The dashboard has three tabs: Trading, Reports and Accounting Integration.
In the Trading tab:
All three of these reports are not affected by date range.
This tab gives you a quick overview of your recent and upcoming trades.
Undelivered contract quantity by month (mt) - This gives you an overview of the tonnes currently undelivered per month. Tonnes in the positive are undelivered on a sale contract, and tonnes in the negative are undelivered on a purchase contract.
Position by commodity - This graph details your inventory position across all sites you currently hold grain, broken down by commodity. The colours within bars represent different grades. These bars can go into the negative if more tonnes are sold than those you own or have purchased.
Open Contracts and Inventory - This report is the only place on the platform where you can see all your open contracts alongside your current inventory.
You can view these reports on the dashboard, and hover over the bars in the graphs to view details:
Or, you can export out to an excel spreadsheet:
In the Reports tab:
The default date range is 30 days. You can change this by filtering - just click 'Filters' in the top left corner.
Deliveries due for payment report - The deliveries in this report are complete but have not been marked as paid. This is an easy way to check which deliveries need to be paid by generating a payment file.
Post payment report - This report includes all the payments generated within the selected date range. It's broken down per RCTI.
Post payment deduction report - This report breaks down all individual RCTI deductions for payments that have been generated in the date range.
Levies report - This report details all the levies deducted per each delivery for payments generated within the date range.
Deliveries due for sale invoice report - Similar to the report above, this report includes all completed deliveries that are due to be paid.
Sale invoice report - This report details all sale invoices, paid or unpaid, that are due within the selected date range.
Aged debtors by week - This graph aggregates overdue sales invoices by counterparty, per week. You can hover over each colour to see specific details.
Organisations report - These are all of your connected organisations, including a unique ID as well as all other relevant information including legal name, ABN or NGR, address, credit limits and notes.
Credit limit report - This allows you to see your credit exposure with your counterparties all in one place. If you wish to set credit limits for an organisation, see this article. Unpaid deliveries, undelivered contracts and undelivered orders with this counterparty will then be calculated automatically.
P&L report - This displays all the relevant and available information within AgriDigital to assist you in calculating your P&L per delivery. The report shows sales deliveries that are connected to an order and calculates the net trading profit/loss.
Expense accrual report - This report shows the expenses incurred on a delivery based on the information available in AgriDigital. The report is broken down per line item including freight rates, brokerage, site receival and outturn fees.
Like the Trading tab, you can export any of these reports into excel sheets.
In the Accounting Integration tab:
The two reports here can be uploaded into Xero in order to integrate the data within the platform to your accounting software. They are split into your Purchases and Sales, and when exported from the platform match the needed upload format to integrate into Xero.