The Status 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 percentage that pie slice represents. Click a pie slice to display the list of invoice records comprising that percentage.
Sales Year to Date - Hover the cursor over a pie slice to see the percentage that pie slice represents. Click a pie slice to display the list of invoice records comprising that percentage.
Alerts - Lists overdue alerts and configuration alerts. Click the hyperlink for an alert to see the record that alert is based on.
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 - Click the hyperlink for a report to display the report.