Step 16: Configure Dashboard
The KeyBank Dashboard displays information about your open and overdue bills, along with helpful links for support and plugin information.
Note: The KeyBank Dashboard must be configured on a per-user basis.
Navigate to KeyBank → KeyBank Overview.
In the Custom Content box, click Set Up.
Note: If the Custom Content box does not appear in full-width, select Layout on the top right. In drop-down that appears, select the last option.
After selecting Set Up in the previous step, select Treasury Ignition from the Source dropdown. Then, click 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.
