Add pre-configured Widgets

Widgets in the instellix Dashboard provide a quick overview of your key metrics by visualising data such as contracts, customers, or documents directly on your dashboard.

Steps to add a pre-configured Widget

To add a widget to your instellix Dashboard, go to the main navigation on the left and click the "Dashboard" menu item to open the dashboard page.

1. Click the Add Widget button in the top right corner
2. In the Type drop-down menu, select the widget type you want to add
3. In the Visualisation drop-down menu, select how you want the data to be displayed.
   You can choose between Table or Single value
4. In the Width drop-down menu, select the proportion of the dashboard's width the widget should occupy.
   You can choose between Full width, Half width, 1/3 width and 1/4 width
5. Click Save

The widget will now appear on your dashboard with the selected settings.

Preconfigured Widget Types

Expiring Contracts

Displays contracts that are approaching their end date. Use this widget to proactively identify contracts that need to be renewed or terminated before they expire.

Failed Basware Workflows

Shows workflows that have failed in the Basware integration. Use this widget to quickly identify and resolve issues in your e-invoicing pipeline.

Failed Billable Items

Displays billable items that could not be processed successfully. Use this widget to identify and fix items that are blocking your billing run.

Failed Notifications

Shows notifications that were not delivered successfully. Use this widget to monitor delivery issues and ensure your customers are receiving the communications they need.

Failed Payment Intents

Displays payment intents that have failed to process. Use this widget to identify payment failures and take action to recover outstanding amounts.

Overdue Documents

Shows invoices and other documents that have passed their due date without being settled. Use this widget to keep track of outstanding receivables and prioritise your dunning activities.

Payment Assignment

Displays incoming payments that have not yet been assigned to a document or contract. Use this widget to keep your payment matching process up to date.

Payment Categorization

Shows payments that are pending categorization. Use this widget to ensure all incoming payments are correctly classified before further processing.

Reopened Rated Usage Aggregations

Displays rated usage aggregations that have been reopened after initial processing. Use this widget to track and resolve aggregations that require further review.

Unbalanced OPOS Cases

Shows open items in your subledger that are not balanced. Use this widget to identify discrepancies in your accounts receivable and maintain a clean subledger.

Customers with Disabled Billing Run

Displays customers for whom the billing run has been deactivated. Use this widget to ensure no customers are unintentionally excluded from your regular billing cycle.

Learn more about how to add custom Widgets.