| Field |
Code |
Specifies the client company's unique code. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue. |
| Field |
Badge |
Specifies the text entered in the Company Badge Text field on the Company Information page, in the client company. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue. |
| Field |
Company Display Name |
Specifies the text entered in the Company Display Name field on the Companies page, in the client company. The Company Name will be displayed if the Company Display Name field is empty. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue. |
| Field |
Client Company Category Code |
Specifies the code of the client company category and can be assigned on the Client Company Settings page. |
| Field |
Environment Code |
Specifies the code of the environment entered on the Environments page. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue. |
| Field |
Environment Group Code |
Specifies the group code of the environment entered on the Environments page. |
| Field |
Company Name |
Specifies the text entered in the Company Name field on the Companies page, in the client company. |
| Field |
Evaluation Company |
Specifies if this is an evaluation company. |
| Field |
Last Refreshed |
Specifies when the last update was performed successfully. This field is formatted with red text if an error has occurred. Bold red text is used if there is an error with the update of the company and plain red text if an error has occurred in the job queue. |
| Field |
Reload Needed |
Specifies if a client company needs to be reloaded. Client companies needs to be reloaded if a User-defined KPI has been changed or if the user has changed a client company from hidden to visible on the My Companies Settings page. |
| Field |
User Tasks |
Specifies the number of active user tasks that is assigned to me or my group. |
| Field |
LCY Code |
Specifies the local currency code, entered in the LCY Code field on the General Ledger Setup page. |
| Field |
My Last Login |
Specifies the most recent date the current user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for your user. |
| Field |
Last Login |
Specifies the most recent date a user logged in to the company. In order for this to be enabled, the Register Time field needs to be checked on the User Setup page, for the users. |
| Field |
Different Version |
Specifies if the version of Eagle is different in the Client Company than in this Service Agency. If the versions are not the same, it may affect which features can be used in Eagle. |
| Field |
Scheduled Functions |
Specifies the number of scheduled functions. See more information by clicking on the link. |
| Field |
Queue Entries Today |
Specifies the number of entries that I have enqueued today. |
| Field |
Queue Entry Batches Today |
Specifies the number of batches that I have enqueued today. |
| Field |
Queue Entries with Errors Today |
Specifies the number of entries I have enqueued today that ended with an error. |
| Field |
Queue Entry Batches with Errors Today |
Specifies the number of batches I have enqueued today that ended with an error. |
| Field |
Eagle KPI 1 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 2 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 3 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 4 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 5 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 6 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 7 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 8 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 9 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 10 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 11 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 12 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 13 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 14 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 15 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 16 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 17 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 18 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 19 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 20 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 21 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 22 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 23 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 24 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 25 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 26 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 27 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 28 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 29 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 30 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 31 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 32 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 33 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 34 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 35 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 36 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 37 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 38 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 39 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 40 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 41 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 42 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 43 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 44 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 45 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 46 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 47 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 48 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 49 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Eagle KPI 50 |
Specifies the value of this User-defined KPI. The settings for this field is configured on the Eagle KPIs page. |
| Field |
Job Queue Errors |
Specifies the number of Job Queue Entries with the status "Error". |
| Field |
Error |
Specifies if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link. |
| Field |
Errors Exist |
Specifies whether an error occurred the last time the company was reloaded. |
| Field |
Error Text |
Specifies the error message if an error has occurred while any of the reload companies actions was performed. See more information by clicking on the link. |
| Field |
Ongoing Purch. Invoices |
Specifies the number of purchase invoices not yet posted. |
| Field |
Ongoing Purch. Orders |
Specifies the number of purchase orders not yet posted. |
| Field |
Ongoing Purch. Credit Memos |
Specifies the number of purchase credit memos not yet posted. |
| Field |
Overdue Purch. Invoice Amount |
Specifies the total amount in LCY of all posted purchase invoices that have fallen due. |
| Field |
Overdue Purch. Invoices |
Specifies the number of all posted purchase invoices that have fallen due. |
| Field |
Overdue Purch. Cr. Memos |
Specifies the number of all posted purchase credit memos that have fallen due. |
| Field |
Open Purch. Invoice Amount |
Specifies the total amount in LCY for all posted purchase invoices that are open. |
| Field |
Documents in Import Journals (ExFlow) |
Specifies the number of documents to create as purchase invoices or purchase credit memos in ExFlow document import journals. |
| Field |
Documents in Approval Status (ExFlow) |
Specifies the number of purchase invoices and purchase credit memos in ExFlow, excluding those associated with purchase orders that have not yet been verified and approved. |
| Field |
Rejected Documents (ExFlow) |
Specifies the number of purchase invoices and purchase credit memos that have been rejected in ExFlow. |
| Field |
Documents on hold (ExFlow) |
Specifies the number of purchase invoices and purchase credit memos that have been paused in ExFlow. |
| Field |
Approved Documents (ExFlow) |
Specifies the number of purchase invoices and purchase credit memos that have been approved in ExFlow and are ready to be posted. |
| Field |
Last VP Pack (SweBase) |
Specifies the date of the most recently created vendor payment pack. Visit the Payment Suggestion page to see the last created payment on the VP Pack FastTab. |
| Field |
Ongoing Sales Invoices |
Specifies the number of sales invoices not yet posted. |
| Field |
Ongoing Sales Orders |
Specifies the number of sales orders not yet posted. |
| Field |
Ongoing Sales Credit Memos |
Specifies the number of sales credit memos not yet posted. |
| Field |
Overdue Sales Invoice Amount |
Specifies the total amount in LCY of all posted sales invoices that have fallen due. |
| Field |
Overdue Sales Invoices |
Specifies the number of all posted sales invoices that have fallen due. |
| Field |
Overdue Sales Credit Memos |
Specifies the number of all posted sales credit memos that have fallen due. |
| Field |
Open Sales Invoice Amount |
Specifies the total amount in LCY of all posted sales invoices that are open. |
| Field |
Last Depreciated Posted |
Specifies the posting date of the last posted depreciation. |
| Field |
Last Cash Receipt Journal |
Specifies the creation date of the most recently posted cash receipt journal. Visit the Source Code Setup page to see which journal is set, in the Cash Receipt Journal field. |
| Field |
Last Exchange Rate Adj. |
Specifies the creation date of the most recently posted exchange rate adjustment. Visit the Source Code Setup page to see which journal is set, in the Exchange Rate Adjmt. field. |
| Field |
Last General Journal |
Specifies the creation date of the most recently posted general journal. Visit the Source Code Setup page to see which journal is set, in the General Journal field. |
| Field |
Last Inventory Post Cost |
Specifies the creation date of the most recently posted inventory cost adjustment. Visit the Source Code Setup page to see which journal is set, in the Adjust Cost field. |
| Field |
Last Payment Journal |
Specifies the creation date of the most recently posted payment journal. Visit the Source Code Setup page to see which journal is set, in the Payment Journal field. |
| Field |
Last VAT Settlement |
Specifies the creation date of the most recently posted VAT settlement. Visit the Source Code Setup page to see which journal is set, in the VAT Settlement field. |
| Field |
My Allow Posting From |
Specifies the date set for the current user in the Allow Posting From field on the User Setup page. |
| Field |
My Allow Posting To |
Specifies the date set for the current user in the Allow Posting To field on the User Setup page. |
| Field |
Allow Posting From |
Specifies the date set in the Allow Posting From field on the General Ledger Setup page. |
| Field |
Allow Posting To |
Specifies the date set in the Allow Posting To field on the General Ledger Setup page. |
| Field |
Allow Deferral Posting From |
Specifies the date set in the Allow Deferral Posting From field on the General Ledger Setup page. |
| Field |
Allow Deferral Posting To |
Specifies the date set in the Allow Deferral Posting To field on the General Ledger Setup page. |
| Action |
Reload company |
Update the current company and data such as KPIs. |
| Action |
Payment Suggestion |
Open the Payment Suggestion overview for the current company. |
| Action |
Select Report (Manual filter) |
View reports by setting filters manually. The selected report(s) will appear on a new tab in your browser for each selected report. You can select any of the reports set on the Functions Setup page. |
| Action |
Select Page |
View pages with set filters. The selected page(s) will appear on a new tab in your browser for each selected page. You can select any of the pages set on the Functions Setup page. |
| Action |
Company |
Open the Role Center in the selected company on a new tab in your browser. |
| Action |
Customers |
Open the customer list in the selected company on a new tab in your browser. Set up the customer list on the Functions Setup page if you want to be able to open it with set filters. |
| Action |
Vendors |
Open the vendor list in the selected company on a new tab in your browser. Set up the vendor list on the Functions Setup page if you want to be able to open it with set filters. |
| Action |
Chart of Accounts |
Open the Chart of Accounts in the selected company on a new tab in your browser. Set up the chart of accounts on the Functions Setup page if you want to be able to open it with set filters. |
| Action |
Start Workflow |
Select and start a workflow automation. A workflow contains the steps configured by a user. A step can be a function, a group of functions or a manual step. |
| Action |
Enqueue Report |
Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report. |
| Action |
Enqueue Report (Manual filter) |
Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report. |
| Action |
Enqueue Report (PDF) |
Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report. |
| Action |
Enqueue Report (PDF, Manual filter) |
Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report. |
| Action |
Enqueue Report (Excel) |
Request reports with the set filters on the Function Setup page. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report. |
| Action |
Enqueue Report (Excel, Manual filter) |
Request reports set on the Function Setup page and enter filters manually. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report. |
| Action |
Enqueue and Export Report To |
Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report. |
| Action |
Enqueue and Export Report To (Manual filter) |
Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report. |
| Action |
Enqueue and Export Report To (PDF) |
Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report. |
| Action |
Enqueue and Export Report To (PDF, Manual filter) |
Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be a file for each selected report. |
| Action |
Enqueue and Export Report To (Excel) |
Request reports with the set filters on the Function Setup page, and choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued reports on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report. |
| Action |
Enqueue and Export Report To (Excel, Manual filter) |
Request reports set on the Function Setup page and enter filters manually, then choose which Queue Result Settings to use to export the results. The function for queuing reports is started in this company and then performed in the selected company by a job queue. Follow the progress and find the results of queued actions on the Queue Entries page in the service agency and on the Eagle Output Queue in the client company. The result will be an Excel file for each selected report. |
| Action |
Enqueue Table Data |
Export the fields from a table with the applied filters and file settings set on the Function Setup page. |
| Action |
Enqueue and Export Table Data To |
Export the fields from a table with the applied filters and file settings set on the Function Setup page, and choose which Queue Result Settings to use to export the results. |
| Action |
Function Setup |
View or edit the settings for which reports, table exports and pages that can be opened and enqueued (ordered) and with which filters. |
| Action |
Queue Result Settings |
View or edit the settings for how the results of Queue Entries and Queue Entry batches should be handled. |
| Action |
Eagle KPIs Setup |
View or edit predefined KPIs. View, edit or create user-defined KPIs. The benefits of the key performance indicators are many, and they can be used to provide answers to what and when something needs to be done and provide an overview of what has been done. They can also be set up to provide support and feedback when a task is performed. |
| Action |
Date Formulas |
View or edit the date formulas used in Date Filters when filtering on specific dates. A Date Formula specifies how to calculate a date relative to the current day or work date. |
| Action |
Date Ranges |
View or edit the date ranges used in Date Filters when filtering by date range. A Date Range consists of one or two Date Formulas that specifies how the starting date and the ending date should be calculated in a date range. |
| Action |
Combined Date Filters |
View or edit the combined date filters used in Date Filters. A Combined Date Filter consists of one or more Date Ranges and/or Date Formulas. |
| Action |
Today |
View today's queued entries. All reports and table exports that have been queued today by the current user will be displayed. Only the Queue Administrator can see all entries. |
| Action |
All |
View queued entries. All reports and actions that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries. |
| Action |
Today |
View today's queued batches. All batches that have been queued by the current today will be displayed. Only the Queue Administrator can see all entries. |
| Action |
All |
View queued batches. All batches that have been queued by the current user since the last cleanup of the Queue Entries will be displayed. Only the Queue Administrator can see all entries. |
| Action |
Functions & KPIs Guide |
Create new functions and KPIs. |