Administration Overview

The overview page gives you insight into your accounts receivable, upcoming payments, and system health.


Image 195


Please use the left hand side menu

Image 73 in order to navigate the other portal sections.


  • Customers
  • Settings
  • Reports
  • Online Documentation

A/R by Company

This section shows aggregate values of all your Accounts Receivable, including:

  • Total Balance - the total balance of all open invoices

  • Total Past Due - the total balance of all past due invoices

  • Open Invoices - the count of all open invoices

  • Companies - the count of companies that have an open balance

The company list allows you to search and sort companies with open A/R. To view all customers, navigate to the Customers page from the site navigation or “All Customers” button, or use the global “Find Customers” customer search. 


Image 208


Highest Balances

A visual interpretation of the six customers with the past due and open balances.


Image 209


Payments Calendar

The calendar lists any upcoming payments on the day they are scheduled. This includes scheduled payments and AutoPay. Note, only invoices in the system will display on the calendar.

Both unapproved and approved AutoPay will be shown - please see AutoPay setup for more information on AutoPay approval.


Image 210


Synchronization Status

The three latest synchronizations are shown in this section. Details include:

  • Sync Date - The time and date the synchronization ran

  • Status - The status of the sync, possible values are Success, Running and Failed

  • Output - When available, a download of the output is listed

Image 211


Notifications

Items and warnings that require attention will be displayed at the top of the overview page. These notifications may include:

Image 212

This article was helpful for 1 person. Is this article helpful for you?