📊 How does the Enterprise account Overview work?

The Overview shows, on a single screen, how much of the plan the group is using and which accounts are active. 📊

📅 Choosing the period

At the top, under Period, choose one of the options: Current cycle (the default), Previous cycle, This year, Last year, This month, Last month or Custom (with From and To dates, up to 3 years and never in the future).

The period changes the documents and activity. It doesn't change the account capacity or the contract, which always show today's situation.

🧾 Documents issued in the cycle

Shows how many documents the group issued against the plan limit, for example 8,400 / 10,000, with the percentage and a bar.

• It counts all documents from all accounts in the group, including the parent account's: invoices, invoice-receipts, receipts, credit and debit notes, delivery notes and quotes.
• Drafts and cancelled documents also count. Only deleted ones are left out.
• If the limit is exceeded, it shows by how much, for example "112% of the limit (1,200 over)".
• In the current cycle, a line estimates the close: "At the current pace, the cycle will close with N documents".
• A comparison shows the difference against the same period of the previous cycle, month or year.
• If the group exceeds the limit, or is about to, the Request limit increase button appears.

🏘️ Account capacity

Shows how many accounts the group has against the plan's account limit. Use the selector in the corner of the card to choose what to count:

Below it you'll see "N accounts available for activation". The parent account doesn't take up a slot, and test accounts (Sandbox) aren't counted.

🎨 Bar colours

The documents and capacity bars use the same rule:

If the plan has no limit, the card only shows the number and No limit.

📈 Account activity in the period

Splits the linked accounts into With activity (issued at least one document in the period) and No activity.

• The With activity tab lists the Top 5 accounts by documents issued, with each one's share of the group total.
• The No activity tab lists the accounts that have gone longest without issuing, with the date of the last document or "Never issued".
• Each row has Open account. View all takes you to Account Management, already filtered.

📝 Contract

Always shows the current cycle: Plan, Current cycle dates, Automatic renewal, Users (distinct people with access to the group's accounts), Account limit and Document limit.

💬 Frequently asked questions

❓ Why do "Active" and "Total" show different numbers?

"Active" only counts the accounts that take up a slot in the plan. "Total" counts all accounts in the group.

❓ Is an account "With activity" the same as an active account?

No. "With activity" means it issued documents in the chosen period. "Active" means it takes up a slot in the plan, whether it issues or not.

❓ Do drafts count towards the document limit?

Yes. All documents count, including drafts and cancelled ones. Only deleted ones don't count.

❓ Do test accounts (Sandbox) count?

They don't count towards the account limit, but the documents they issue count towards the document limit.