1. A list of revenues

The header shows:

  • new revenue creating buttons: New tax invoice and New bill,
  • filters,
  • summary of the current fiscal’s year,
  • revenue total YTD,
  • payment totals YTD,
  • outstanding amount,
  • revenue list: Documented and Undocumented.

The revenue list is sorted by default by the date of the issue.The list contains the following document information:

  • document number,
  • customer – contractor’s name links to the details,
  • status,
  • due date (for unpaid documents it displays days remaining to the deadline or days after the deadline if it’s expired),
  • total amount,
  • amount due – you can also add a quick deposit in this section
Agnieszka Markowska-Szmaj

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Agnieszka Markowska-Szmaj

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