View backdated invoices and bills using the Assurance Dashboard
If you have the Adviser user role, you can view backdated invoices and bills in the Assurance Dashboard Invoices & Bills tab.
About the Invoices & Bills tab
The Invoices & Bills tab shows a list of backdated invoices and bills. To filter the list, click by more than [number] days and select the minimum number of days an invoice or bill was backdated by.
For each backdated invoice or bill, the Assurance Dashboard displays:
- Contact name
- Invoice or bill number
- Number of days backdated
- User who backdated invoice or bill
- Date on invoice or bill
- Creation date
You can also click on an invoice or bill to view more details.