View finance metrics on the dashboard

NeoEHR user guide

Pages

Accountant/Cashier

Link to page

Check Finance Metrics in Analytics

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Only the Accountant role can view Finance Metrics (Cashiers do not have access; log in as an Accountant or request access from the admin).

Upon login, Finance Metrics is the default dashboard view for Accountants.

Select a unit and time period to view specific financial data.

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