What is a Widget ?
Let's start with a definition of a widget. A widget is an element of GUI - Graphical User Interface. It displays information or provides a specific way for you to interact with Senta. You will see several preloaded widgets on your main dashboard.
Here is an example of one of our widgets:
With the use of the widgets you can personalise your dashboard to suit your preferences.
You can customise all your widgets by resizing them
and re-positioning them:
You can also delete widgets...
and add new ones, like this...
Different types of Widgets
You can select from a variety of different types of widgets from the Add Widget drop down box.
Here's a full list of the preloaded widgets, divided into categories:
- Client message
- Recent clients
- Clients pie chart
- Clients growth by month
- Recent notes
- Practice status
- Practice message
- Task calendar
- Task list
- Overdue tasks
- Uncompletable tasks
- Tasks pie chart
- Upcoming jobs
- Analogue clock
- Digital clock
- Accounting news
- Client counter
Help & support
- Getting started with Senta
If you can't find what you are looking for, please let us know and we will raise your suggestions with our development team to consider implementing them in future updates!
The client message widget will enable you to add a personalised message that will appear on the Client Portal.
You can edit this message by going to Settings > Practice Details > General Tab
Now you and your clients will be able to see your personalised message:
The recent client widget displays the most recent clients added to your practice.
Clients Pie Chart
This widget will display your data in a clean and colourful pie chart. The widget has been set up to display Clients by Type as a default, however, you can change what data you would like to display, simply by clicking on the Settings option and selecting your preferred data.
In addition to changing which data you would like to display, you can also apply multiple filters:
Clients growth by month
Clients growth by month is another sleek widget that will allow you to view your data in a visual graph. The widget is configured to display the Client Growth by Month with the option to group the information to tailor the widget to your practice needs.
To access the Group by option, please go to Settings and click on the list icon.
Select the category to apply the filter:
The recent notes widget will display the most recent notes from the Notes Tab on the Client Page.
The practice status widget will give you an overview of the tasks within the active list of jobs that are currently assigned to the practice.
The fees widget will show you an overview of the total fees that were applied for the services.
The task calendar widget will give you a clear visual display of the tasks that are assigned to your practice, or to a specific user in your practice.
You can toggle the calendar view by selecting the drop down list at the very top of the calendar widget:
The task list widget will give you an overview of active tasks for the current users. This widget is a short-cut to your task list and it mirrors the options that are available on your task list, such as: marking the task as completed, flagging, starring, re-assigning the tasks, snoozing the task, adding notes etc.
This widget will highlight your overdue tasks.
This widget will show you all the tasks with the status "uncompletable".
Uncompletable Task is a task that cannot be completed due to errors, for example: missing information or field errors
Tasks Pie Chart
The task pie chart will give you a visual display of ready, overdue and uncompletable tasks.
The upcoming jobs widget will give you an overview of all upcoming jobs within your practice.
You can access additional options to filter and change how the date is being displayed by going into the Settings
The Summary display option will give you an overview of the upcoming jobs:
You can apply filters to specify which job you would like to display:
Furthermore you can select to filter by a job date, filing date and a payment date.
To personalise your widget, you can add a caption:
Table display shows you more detailed view of the upcoming jobs:
You can also narrow this down to display a specific job and select whether you would like to display the job date, filing date or the payment date.
The chart display will display your data in a colourful graph:
The scratch pad widget is a great way to quickly add notes straight from your main dashboard. All notes on the scratch pad are visible only to the user.
Digital and Analogue Clock
Whether your prefer the classical look of the analogue clock or the simple and clean look of the digital clock, we have both!
Our Accounting News widget will give you an overview of the most recent news highlights and top articles from AccountancyAge portal.
The client counter widget displays the number of clients that are registered at your practice. From here you can also jump straight to your Client List, simply by clicking on the number.
Help & Support
The help & support widget is a handy and multi functional tool that allows you easy access to the most popular functions in Senta, such as the option to add and manage clients, view and edit your tasks list, manage users and practice settings, import clients, log a support ticket and access our helpful Guides & FAQs.