Accessing and Using Invoices by Day Dashboard | Scribe

    Accessing and Using Invoices by Day Dashboard

    • Ken Kantor |
    • 16 steps |
    • 2 minutes
      1
      Invoice by Day will show the user the total number and amounts of each day's Accounts Receivable Invoices. The user can drill down and see the individual invoices that make up each day's invoice total. From there they can drill down further to the individual invoice.. Starting at the Home Page you can proceed to the Dashboard.
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      Click on the Menu Waffle
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      Click on Financial Management Menu Item
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      Click on The General Operations Menu item
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      Find the AR Invoices by Day Item. This is about 2/3 the way down the Menu Options
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      Click "AR Invoices by Day"
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      This will bring up the AR Invoice by Day Dashboard. Remember you can go directly from the Waffle Menu by entering "AR Invoice by Day" and the system will find the Dashboard directly.
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      To run the Dashboard, click on the Refresh Icon
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      The days will appear in descending order with the total for each day. You can click on a left hand area on a specific day to see the details
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      The detail for each day will appear in the bottom portion of the dashboard. You can right click on the invoice number to see the details.
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      Click "Open With..."
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      Click on the Invoice Tracker
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      the Invoice details will appear on the screen. This will take a few seconds. Please be patient
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      To Exit the Invoice Tracker, click on the X in the top right corner of the screen.
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      Click on the top right corner of the AR Invoice Tracker to exit
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      This will take you back to the Home Screen
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      If you have any questions or suggestions about this Scribe, please contact Ken Kantor at extension 487.