Overview
The Account Summary Evo App allows you to, from your Evo screen, search for an account that exists in Weighsoft and quickly access a summary of that account.
Accessing the App
In order to access the app you will need to add it to your screen in Evo. The below is an example of how you can add it.
Create a New Space (tab) by clicking on the + and providing a name (in this example "Weighsoft Apps"
Click on "the "Add App" button in the top-right corner
Locate the "Account Summary"
Click Add To Space
Note: By default the app will appear on the left-side of the a screen, but it can be stretched to span the entire space (which we would recommend)
Using the App
once you have added the App to your work space you just need to enter part of the an account Account Number or Account name and click on Search.
The initial results screen will show any accounts that match your request - showing their Account name, what company they are against in your system and their current account status.
To access the full summary, click on the required account. That will open the full summary which consists of several tabs.
You can also click n the View Account button to view the account within Weighsoft itself.
Overview Tab
This tab shows an overview of the account including it's current credit limit, account balance, turnover summary and contact details.
Sites Tab
The Sites tab lists the site (address) activity against the account over the last rolling 3 months.
You will see what kind of jobs have been put against the address, its address details and turnover.
Each site has 2 buttons against it:
Site Details - clicking on this will open Weighsoft directly to the address
Transactions - clicking on this will open Weighsoft and display the transactions for that address
Analysis Tab
The Analysis tab lists 3 items.
Monthly Turnover by Product Group:
Quarterly Trends:
Recent Transactions (Last 3 months): This section lists the transactions against the account over the last rolling 3 months (meaning that if you were to look at this on 26/06/26 it will show all transactions back to 26/03/26)
Quotations Tab
The quotations tab shows all quotes created within the last 3 rolling months
Each entry shows the quote number, the contact, the value of the quote and it's current status.
Clicking on the "View Quote Details" button will open Weighsoft directly to that quote.
Issues Tab
The Issues tab lists any Events or Cases logged within Weighsoft for the account within the last 3 rolling months.
Clicking on the "View Case Details" button will open Weighsoft directly to that case.