Invoice Dashboard

From the Invoice Dashboard, users can view/take action on invoices across the programs/projects to which they have access. Reports are also made available from this page.

Invoice Tracking

The Invoice Tracking section displays tiles representing various invoice statuses to guide users to the items that need attention and/or action. A reports icon is also made available. Each tile (excluding Invoice History) is shown with a number that will match the number of invoices currently in that status / available reports.

Program Funding

The Program Funding list displays allocation data for each program the user has access to. Users can switch between fiscal years using a drop-down toggle.

Project Funding

Project Funding is viewed by clicking on a program from the Program Funding list; a similar list is displayed, but with individual projects (associated with the program) and corresponding allocation data.

Fiscal Summary

A graph is displayed on the Invoice Dashboard and provides a visual representation of summed totals (Paid, Outstanding, Remaining) across all programs or projects to which the user has access.

The graph will reflect summarized allocation data for all programs if viewed while the Program Funding list is displayed.

The graph will reflect summarized allocation data for all projects within a selected program if viewed while the Project Funding list is displayed.