Billing: Billing Dashboard

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The Billing Manager’s Dashboard

The Dashboard provides a graphic view of your billing for the month.  Depending on the functions that have been performed during the month, additional graphics may display.  This can be viewed in month-to-date and year-to-date formats.

In addition, you can resend invoices by drilling into the Aging details.

• Revenue for the Month/YTD:  Displays by Client the amount invoiced by month or YTD.

• Write-Offs for the Month/YTD:  Displays the total amount of all Client Invoices that were written off, grouped by reason for write off.

• The difference from Original Month/YTD:  Displays the total amount of changes made to Billing Worksheets from the original amount to bill.  Also includes any Client Invoices written off.  This is grouped by Client.

• Aging:  Displays the total amount of Client Invoices based upon the age of the Invoice.

• Billing Actions for the Month:  Displays the total amount of Client invoices generated and the total amount of Client Invoices written off.

• Current Open Amounts:  Displays the current open invoices by Client.

Click each item to display the Client Invoices, then click on the individual invoice to review details.