Plans Dashboard
Navigate to Financials > Plans under Accounting on the left-hand side of the screen.
Filters
Location: filters by the location selected
Date range to span a date range for the invoices
Select the date range from the Start Date field.
Choose:
Exclude Cancelled
Exclude Employees
Exclude Expired
View all plan information and review to ensure the term of a plan is fulfilled.
plans coming for the expiration
outstanding deferred revenue
the total value of the plan
client charges
payments made
confirm charges