Exchequer Dynamic Dashboard

Access real-time financial information, key performance indicators and operational data from the familiar environment of Microsoft Outlook with the Exchequer Dynamic Dashboard.

This allows you to incorporate key information from Exchequer easily into your daily routine without logging into the main client.

Exchequer Dynamic Dashboard allows you to automatically run reports at pre-defined times and provides to access them within Outlook and by double clicking on any piece of information stored within the report you can go into even more detail.

Features & Benefits

    • See the financial situation of your business from directly within Microsoft Outlook
    • Click on any of the information shown in Outlook for a more detailed view
    • Reports can be setup to run automatically and accessible within the email software
    • Authorise or reject transactions and state a reason
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