Review Finance dashboard compatibility enhancements
This guide explains the conditional admin-footer scripts that merge EmaraTax metrics into compatible finance layouts. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Finance dashboard
Before you start
- Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
- Verify module activation and the stated permission instead of using another staff member’s account.
- For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.
What you’ll accomplish
Understand the conditional admin-footer scripts that merge EmaraTax metrics into compatible finance layouts. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.
Follow these steps
- Sign in to the staff admin area and open Admin Area → Finance dashboard.
- Verify that your account meets the access rule: Administrator / finance staff.
- Go to the required record or configuration and review its current values before making a change.
- Complete the displayed fields or action exactly as described in this guide.
- Save, submit, download or confirm the action using the button presented by the module.
- Reopen the source record and verify the expected status, output, notification, file or linked record.
Fields and options to review
BehaviourConditional DOM/table/graph enhancement
Core accounting effectNo tax-authority submission or native financial posting is created
Category/help-centre/category/emaratax-einvoicing/
Topic/help-centre/topic/emaratax-einvoicing-production-asp/
Rules the system enforces
- The enhancement depends on compatible page structures and available data.
- Failure to display a finance widget does not change the underlying readiness document.
How to confirm it worked
- The review finance dashboard compatibility enhancements workflow completes without bypassing the module’s permission and validation checks.
- The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
- Any validation message remains visible until the source data or setting is corrected.
Security, privacy and operational checks
- Use least-privilege staff access and do not use another person’s account to reach a hidden action.
- Check personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
- Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.
Continue with related guidance
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