Skip to main content
Skip table of contents

Plans Dashboard

Navigate to Financials > Plans under Accounting on the left-hand side of the screen.


  • Location: filters by the location selected

  • Date range to span a date range for the invoices

Click here to expand...

Select the date range from the Start Date field.


  • 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

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.