Technical use-case library

Vendor Balance Dashboard | Rabbit Accounts Use-Case Library

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Rabbit Accounts This library is for reviewers, QA, and implementation traceability. Use the product manual for customer-facing guidance.
S37

Vendor Balance Dashboard

Dashboard showing vendor account balances, aging analysis, payment schedules, and summary KPIs for accounts payable management.

Route/vendor-balance-dashboard
Entry pathAnalytics nav > Vendor Balance Dashboard
Product manualOpen user manual page
Playwright coverage

Screen smoke

Detailed source

23-UC-VendorBalanceDashboard.md

UC-VBDASH: Vendor Balance Dashboard Use Cases

Page: VendorBalanceDashboard.razor Route: /vendor-balance-dashboard Menu Position: 22 (Analytics & Tracking > Vendor Balance Dashboard)

Overview

Dashboard showing vendor account balances, aging analysis, payment schedules, and summary KPIs for accounts payable management.

Section: Page Header

ID Section Action Expected Outcome Controls Affected
UC-VBDASH-001 Header Load page "Vendor Balance Dashboard" title with chart-line icon Page title
UC-VBDASH-002 Header View breadcrumb Shows Dashboard > Vendor Balance Dashboard Breadcrumb nav
UC-VBDASH-003 Header Click Refresh Calls RefreshAllData, shows loading indicator Refresh button
UC-VBDASH-004 Header Click Export Exports dashboard to Excel/PDF Export button

Section: KPI Summary Cards

ID Section Action Expected Outcome Controls Affected
UC-VBDASH-005 KPI Total Payable Primary card with sum of all vendor balances Card 1
UC-VBDASH-006 KPI Current (0-30 days) Green card with current period payables Card 2
UC-VBDASH-007 KPI Due (31-60 days) Yellow card with near-due payables Card 3
UC-VBDASH-008 KPI Overdue (60+ days) Red card with overdue amount Card 4
UC-VBDASH-009 KPI Average Payment Days Info card with average days to payment Card 5
UC-VBDASH-010 KPI Vendors with Balance Secondary card with count of vendors with balance Card 6

Section: Vendor Balances Table

ID Section Action Expected Outcome Controls Affected
UC-VBDASH-011 Table View headers Vendor, Opening Balance, Purchases, Payments, Closing Balance, Aging thead
UC-VBDASH-012 Table Search vendor Filters by vendor name or code Search input
UC-VBDASH-013 Table Filter by balance Options: All, With Balance, Zero Balance Filter dropdown
UC-VBDASH-014 Table Sort by column Sorts ascending/descending on click Sort headers
UC-VBDASH-015 Table Vendor name cell Bold name with vendor code below Vendor cell
UC-VBDASH-016 Table Opening Balance ₹ formatted, from period start Balance cell
UC-VBDASH-017 Table Total Purchases ₹ formatted, GRN total for period Purchases cell
UC-VBDASH-018 Table Total Payments ₹ formatted in green Payments cell
UC-VBDASH-019 Table Closing Balance ₹ formatted, bold if > 0 Balance cell
UC-VBDASH-020 Table Aging breakdown Mini bar showing 0-30, 31-60, 60+ distribution Aging cell
UC-VBDASH-021 Table Click vendor row Expands to show detailed transactions Row expand
UC-VBDASH-022 Table Click View Details Navigates to vendor details page View button

Section: Period Filter

ID Section Action Expected Outcome Controls Affected
UC-VBDASH-023 Filter Select From Date Updates balances from selected date From date
UC-VBDASH-024 Filter Select To Date Updates balances to selected date To date
UC-VBDASH-025 Filter Quick select: This Month Sets current month dates Quick button
UC-VBDASH-026 Filter Quick select: Last Month Sets previous month dates Quick button
UC-VBDASH-027 Filter Quick select: This Quarter Sets current quarter dates Quick button
UC-VBDASH-028 Filter Quick select: This Year Sets current financial year dates Quick button
UC-VBDASH-029 Filter Click Apply Refreshes all data with new period Apply button

Section: Aging Analysis Chart

ID Section Action Expected Outcome Controls Affected
UC-VBDASH-030 Chart View chart Stacked bar chart showing aging buckets Chart container
UC-VBDASH-031 Chart 0-30 days bar Green segment with current payables Bar segment
UC-VBDASH-032 Chart 31-60 days bar Yellow segment with near-due Bar segment
UC-VBDASH-033 Chart 61-90 days bar Orange segment with due Bar segment
UC-VBDASH-034 Chart 90+ days bar Red segment with overdue Bar segment
UC-VBDASH-035 Chart Hover on segment Shows amount and percentage Tooltip
UC-VBDASH-036 Chart Click on segment Filters table to that aging bucket Chart interaction

Section: Top Vendors by Balance

ID Section Action Expected Outcome Controls Affected
UC-VBDASH-037 Top View card "Top 10 Vendors by Balance" card Card header
UC-VBDASH-038 Top Vendor list Sorted by closing balance descending List items
UC-VBDASH-039 Top Vendor item Name, balance, percentage of total List row
UC-VBDASH-040 Top Progress bar Visual representation of balance Progress bar
UC-VBDASH-041 Top Click vendor Navigates to vendor details Click action

Section: Payment Schedule

ID Section Action Expected Outcome Controls Affected
UC-VBDASH-042 Schedule View card "Upcoming Payments" card Card header
UC-VBDASH-043 Schedule Payment list Shows scheduled payments by due date List items
UC-VBDASH-044 Schedule Due today Red highlight for today's payments Row highlight
UC-VBDASH-045 Schedule Due this week Yellow highlight for week's payments Row highlight
UC-VBDASH-046 Schedule Payment row Vendor, Invoice #, Amount, Due Date Row layout
UC-VBDASH-047 Schedule Click Schedule Payment Opens vendor payments page Action button

Section: Vendor Detail Expansion

ID Section Action Expected Outcome Controls Affected
UC-VBDASH-048 Detail Expand row Shows transaction history for vendor Expanded section
UC-VBDASH-049 Detail Transaction type GRN (Purchase) or Payment icons Type indicator
UC-VBDASH-050 Detail Transaction date DD/MM/YYYY format Date cell
UC-VBDASH-051 Detail Reference number GRN # or Payment # Reference cell
UC-VBDASH-052 Detail Amount ₹ formatted, green for payment, default for purchase Amount cell
UC-VBDASH-053 Detail Running balance Cumulative balance after transaction Balance cell

Section: Data Validation

ID Validation Requirement
UC-VBDASH-054 Currency Format All amounts in ₹X,XX,XXX.XX Indian format
UC-VBDASH-055 Authorization Requires CustomerAdmin or CustomerOperator role

Total Use Cases: 55