Charts

Introduction

The Charts section is available in the main eftsure workspace, using the main tabs, depending on configuration and user roles.

Eftsure Workspace 0

All charts have drill through capabilities, to navigate into the matching data.

The All charts section contains all charts as miniature.

tip

Hit the Refresh button to update charts manually in real time.

This charts lists all vendor's default bank accounts per Eftsure status, and drills through to the Vendors section. Vendors charts

This charts lists all onboardings per Eftsure status, and drills through to the Onboardings section. Onboardings charts

This charts lists all verifications per Eftsure status, and drills through to the Verifications section. Verifications charts

The same charts are also available in their matching dedicated sections: In Onboardings, Verifications and Vendors tabs.

Sections charts

To hide the charts section, see Hide charts
To configure charts in a Cross Company Data Sharing environment, see CCDS > Chart points

Charts rely on Charts cache batch to refresh data.
When configured appropriately, the Check batch process will create this batch.