Billing To-Do List through widget
The Billing To-Do List through widget provides a consolidated view of all upcoming billing tasks related to engagements. It helps users manage pending invoices and take timely action such as review, editing, or deletion.
Purpose of the widget :
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Track and act upon upcoming billing items for each engagement
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Quickly identify which items are pending for review or approval
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Provide action buttons to either Review or Delete the billing entry
Using the widget :
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Helps users instantly track upcoming billing actions
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Serves as a reminder to bill before due dates
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Clicking on a widget engagement will open the same review screen as the "Review" button in the main Billing To-Do list