Configuring the Dashboard (NetSuite)

the treasury ignition dashboard displays information about your open and overdue bills, along with helpful links for support and plugin information note the treasury ignition dashboard must be configured on a per user basis navigate to j p morgan overview gi to j p morgan → j p morgan overview set up custom content in the custom content box, select set up note if the custom content box does not appear in full width, select layout on the top right in the dropdown that appears, select the last option confirm dashboard select dashboard from the source dropdown then, select save the page will refresh, and the dashboard will load in using the dashboard page open/overdue/failed bills bills are marked as open, overdue, or failed based on the following criteria open duedate is in 30+ days overdue duedate is within 30 days from the current date failed bills will also show up on the failed bills tab of the pay bills page in mybank alerts failed bills will show up as “alerts” and will allow users the ability to “take action” by selecting one of the following options go to bill (opens the bill item in a new tab) go to payables (opens the pay bills page in a new tab) go to vendor (opens the vendor record in a new tab) you can also choose to “dismiss” a particular alert once an alert is dismissed, it will not show up again when using the same browser and machine