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The Home page provides a dashboard view of Service Billing activities, including:

  • Monthly Unbilled Revenue - Top 5 Customers - Hover the cursor over a pie slice to see the amount and percentage that pie slice represents.
  • Sales - Year to Date - Hover the cursor over a pie slice to see the amount and percentage that pie slice represents.
  • Alerts - Lists overdue alerts and configuration alerts.
    • Overdue Procurements
    • Overdue Sales Orders
    • Overdue Work Orders
    • Has Default Resource Type - A default resource type has not been defined.
    • Has External Accounting - Verifies Service Billing is connected to an external accounting system such as QuickBooks.
    • Harvest Scheduler Overdue - The harvest scheduler has not run in the last 24 hours.
    • Inactive Recurring Service with Inactive Billing Set - A recurring service was inactivated, due to having an inactive or removed billing set.
  • Adhoc Reports
    • Unbilled Revenue by Customer - Summary
    • Unbilled Revenue by Customer - Detail
    • Unbilled Revenue by Item Type - Summary
    • Unbilled Revenue by Item Type - Detail

    Note: The refresh rate for Adhoc Reports is set using the Adhoc Report Refresh (in hours) setting in Application Settings - General Settings.