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Billing > Billing dashboard page [guide]

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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 & 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 on the age of the invoice.
  • Billing actions for the month: Displays the total amount of client invoices generated & 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.

 

Filters:  

GL companies:  If 'GL companies' is enabled, the billing dashboard defaults to display all GL companies and can be filtered to display a single GL company.  

Currency:  If 'multi-currency' is enabled, the billing dashboard defaults to display home currency billings only. To view foreign currency billing & invoices, select the foreign currency in the filter.  The amounts displayed will then be in that foreign currency.   

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