March 2022 - Finance Dashboard

It's here! Thanks to your feedback, your Finance Dashboard has some brand new updates and reports!

The Finance Dashboard alerts finance reps to projects, and clients, that need their attention and gives them access to brand new reports, like paid deposit invoices pending production and clients on credit hold! Learn more about your interactive alert tiles, so you answer questions like:

• Which invoices still need to be sent to the client?
• How many orders are ready to be invoiced?
• Are there any outstanding deposits?
• Have we received any deposit payments for orders that are pending production?
• Do we have any clients on credit hold?

Invoices Open

This alert tile displays invoices that haven't been sent to the client, exported to accounting, or paid.

Sales Orders Ready to be invoiced

This alert tile displays orders that have completed production are ready for invoicing.

Sales orders In production

This alert tile notifies reps of sales orders still in production stages.

Deposit Invoices not paid

This alert tile displays outstanding deposit invoices that are awaiting client payment.

Deposit Invoices Paid and not in production

Displays deposit invoices where payment has been received for orders that have yet moved into production.

Clients on credit hold

Highlights clients placed on a credit hold (no more client status workarounds!).