Agency Finance Dashboard

This article provides an overview of the newly developed Agency Finance Dashboard.

The Finance Dashboard allows users to get more information about the status of their invoices and payments.

You can reach it by clicking on the graph icon in the left-hand menu.

(Image 1) - Open the Finance Dashboard

The dashboard has two views, the invoice list and the chart view, which you can switch between using this button. At the top right, you can see a summary of the pending, and paid invoice amounts.

Clicking onto the chart view will give you a graphic representation of your total payments. To return to the invoice view, simply click on the same button again.

As an agency, the invoice list shows the invoices you are due to be paid, and their current status. You can use the search function to look for a specific invoice, or choose to filter the view using a range of options, including date, status, or organisation.

For more information about any given invoice, you can either click on ‘view invoice’ to see a digital version of the invoice, or on the down arrow to see a history of the invoice process. 

To view more invoices, you can either click on the page number in the bottom centre of the page, or the results per page drop down menu at the bottom right.