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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 :

  • Track and act upon upcoming billing items for each engagement

  • Quickly identify which items are pending for review or approval

  • Provide action buttons to either Review or Delete the billing entry

Using the widget :

  • Helps users instantly track upcoming billing actions

  • Serves as a reminder to bill before due dates

  • Clicking on a widget engagement will open the same review screen as the "Review" button in the main Billing To-Do list

To view the Billing To-Do widget, Login to BizOps > Dashboard > Billing To-Do Widget > Click on Enlarge.

As soon as you open the Billing To-Do page, you will see a list of pending billing items. At the top of the page, there's a header titled "Billing To-Do List for the Next ___ Days." You can enter a number of days (e.g., 15) to view bills that are due within that period. After entering the number, click the "Re-load" button to filter and refresh the list accordingly.

 

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