Executive overview
Received, paid and net result, overdue receivables and payables, forecast open balance, received vs paid by month and forecast balance by due date.
Ready template
Omie dashboard template with accounts receivable and payable
The Omie: Finance template shows received, paid and net result, overdue titles, the forecast balance and the largest customers and suppliers, with the last 12 months of data. The connection uses the App Key and App Secret of your Omie app.
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Template screens
Hubviz Web screenshots, where the dashboard is followed once published, with sample data in Brazilian reais (R$). Click to see the full tab.
Accounts receivable
Filters by category and customer, open, overdue and received titles, amount by status, top 10 categories, top 10 customers and a pivot table of the titles.
Accounts payable
The same dashboard on the payable side: filters by category and supplier, top 10 categories, top 10 suppliers and a pivot table of the titles.
What the template includes
Executive overview
- Received, paid and net result (received minus paid)
- Overdue receivables and overdue payables
- Forecast open balance
- Received vs paid by month
- Forecast balance by due date
Accounts receivable
- Filters by category and customer
- Open, overdue and received receivables, and number of titles
- Receivables by status and top 10 categories
- Top 10 customers and overdue by due month
- Pivot table of the titles
Accounts payable
- Filters by category and supplier
- Open, overdue and paid payables, and number of titles
- Payables by status and top 10 categories
- Top 10 suppliers and overdue by due month
- Pivot table of the titles
Related cubes
- Accounts receivable and accounts payable
- Categories and customers and suppliers, related to the titles
What you need to get started
- The App Key and App Secret of an Omie app
- In Omie, the integration keys are visible to administrator users
- The App Secret is stored encrypted in the connection
The template reads receivable and payable titles from the last 12 months (the current month and the 11 before it), plus the categories and the customers and suppliers.
How to get the access key in Omie (Omie help article, in Portuguese)
Ask AI
“Show the customers with overdue titles and the overdue total for each.”
Data sources
Frequently asked questions
What do I need to provide?
The App Key and App Secret of an Omie app. The secret is stored encrypted in the connection.
Which period does the template bring?
Titles from the last 12 months: the current month and the 11 before it.
Can I see it by customer and by supplier?
Yes. The template includes the top 10 customers, the top 10 suppliers and filters by category and by customer or supplier.
Can I combine it with other sources?
Yes. Add other sources to the project, like a database or a budget spreadsheet.
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