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.

Image of Assurance Dashboard Invoices & Bills tab.

To access the Assurance Dashboard Invoices & Bills tab, go to Adviser, then click Assurance Dashboard. Click Invoices & Bills.

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
  • Amount
  • 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.

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