Summary: This article was written for ZoneReconcile customers using the Zone Control Center dashboard.
ZoneReconcile customers can learn how to install the Zone Control Center standalone bundle here and how to open the Zone Control Center dashboard here.
Note: Zone Control Center and Zoe mimic each user's NetSuite and Zone permissions. If users have limited access to NetSuite and Zone solution data, those permissions will be automatically applied within Zone Control Center. Therefore customers will not be able to query or see data that they do not normally have access to view.
What is the Zone Control Center Dashboard?
Zone Control Center (ZCC) is a unified platform that connects all Zone workflows, including ZoneReconcile, directly within NetSuite. It provides a centralized, user-friendly workspace where finance teams can monitor workflow health and engage with tools like Zoe AI Agents without context switching or jumping between different modules.
Zone Control Center includes an out-of-the-box, up-to-date operational dashboard on each of the Zone workflows.
There are currently two Zone Control Center dashboards for ZoneReconcile, Overview and Metrics. Both dashboards can be filtered by a selected date-range and/or by Bank Accounts (see image below).
Dashboard Image.
Overview Dashboard
The Overview dashboard includes the following widgets.
Note: Percent deltas are always calculated against the immediately previous equivalent period. For example, if using the date range Last 6 months, then +15% indicates a 15% improvement over the previous 6 months.
Overview Dashboard Widgets
Statements to Process (Inflow)
Count of statements not yet processed.
Click redirects to Statements > To Process. Filters to bank statements awaiting processing within the selected bank account(s) and date range.
Remaining Lines (Inflow)
Count of statements pending reconciliation. Note, this is not a line count - this is a count of statements.
Click redirects to saved search: Bank Statements with Remaining Balances. Filters to bank statements that still have unreconciled / remaining transaction lines.
Total Inflows (Inflow)
Total inbound cleared amount and transaction count in the selected period.
Undeposited Funds (Outflow)
Sum of pending credits shown in dollar amount, as well as the count of transactions included.
Click redirects to saved search: Undeposited funds. Filters to credits pending deposit within the selected bank account(s) and date range.
Cash in Transit (Outflow)
Sum of pending payments shown in dollar amounts, as well as the count of transactions included.
Click redirects to saved search: Cash in Transit. Filters to vendor EFT payments pending execution within the selected bank account(s) and date range.
Total Outflows (Outflow)
Total outbound cleared amount and transaction count in the selected period.
Global Balance
Balance "as of" the selected dashboard date range, shown in dollar amounts, per bank account.
Click redirects to Operations > Bank Connectivity. Opens Bank Connectivity to enable review or configuration of bank account(s) feeding dashboard Global Balance.
Reconciliation Status
Reconciliation Status Bar: Visual split of reconciled vs incoming transaction lines.
Incoming / Reconciled transaction lines breakdown: Line-level detail behind the status bar, shown as percentage of the total transaction lines and a count of the transaction lines.
*Note that these percentages are based on the count of transaction lines and not the dollar value of those transactions.
Bank Statement Reconciliation Status
Static reporting table; uses the selected dashboard filters. Includes one row per bank account.
A blank or — is shown if NetSuite Balance / Bank Difference cannot be calculated for an account (e.g. no NetSuite mapping).
Metrics Dashboard
The Metrics dashboard includes the following widgets.
Note: Percent deltas are always calculated against the immediately previous equivalent period. For example, if using the date range Last 6 months, then +15% indicates a 15% improvement over the previous 6 months.
Metrics Dashboard Widgets
Average Processing Time (Processing Performance)
Average manual reconciliation time (edit to save) across statements processed in the selected period.
Average Auto-Processing Time (Processing Performance)
Average time from record creation to processed status, for auto-matching, in the selected period.
Transaction Matching
Transaction Matching Bar: Visual split of auto-matched vs pending transaction volume in the selected period.
Top Matching Methods: Count and percent of auto-matched transactions attributable to each matching method.
Volume per Transaction Type
Distribution of transaction types created from bank statements (Customer Payments, Vendor Payments, Journal Entries, Bank Fees) in the selected period.
Volume per GL Account
Distribution of GL accounts touched by bank statement transactions (Marketing, Electricity, Office Supplies, Travel, Other) in the selected period.
Type of Bank Statements Import
Comparison of manual import and auto-import statement volume, shown as counts.
The total count of bank statements imported in the selected time period, and the percentage of total statements that were auto-imported.