Before you start
Prerequisites and permissions
Have ready
- The Financial Overview requires live Invoice, Expense and Job-cost access.
- Individual widgets may also require their own module plan access or Owner role.
Access rules
- Company identity and access are resolved on Nenvik.
- Accounting evidence widgets remain Owner-only and plan-aware.
Where to find it
Navigation map
- Financial Overview
- Business Console → Finance → Overview
Walkthrough
Step by step
- 01
Choose a date range
Use a preset or valid Company-local custom period. Current attention and seven-day utilization cards identify their different time basis.
- 02
Add only useful widgets
Open Personal Financial Overview layout and choose from the implemented fixed catalogue. Each widget loads only its required evidence group.
- 03
Read evidence labels
Keep currencies separate and review partial, incomplete, missing-cost and no-evidence states before acting.
- 04
Open the original record
Use Job, Expense Claim, intake or Accounting links to review and change the source through its normal protected workflow.
Settings checklist
Review these settings
Personal layout
Widget order, size and visibility are personal. They do not alter Company financial facts.
Troubleshooting
If something does not look right
A widget is empty.
Check the selected period, your permissions and the source module. Honest empty states never create sample values.
Estimate versus actual says coverage is incomplete.
Open the Job cost workspace and resolve missing approved labour, material or scope evidence before treating the variance as complete.
Keep going