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