Financial widgets help authorized users identify billing and expense work that needs attention. Their totals reflect the financial records available to your role and scope.
- Billing Snapshot: Client Retainers, Outstanding Expenses, and Unpaid Invoices where permitted.
- Recent Expenses: recently submitted time and expense entries.
- AR Aging: unpaid invoice balances grouped into aging buckets. AR means accounts receivable.
- Unbilled WIP: approved time and expense value not yet invoiced. WIP means work in progress.
- Retainer Risk: low or missing retainers associated with active work.
Investigate a total
- Read the widget label, scope, and any bucket labels.
- Use a linked total or row to open its related work list when available.
- Review the included statuses, dates, payments, and individual records.
- Use the relevant billing or expense workflow to take action.
Keep financial categories separate
A retainer balance, an unpaid invoice, and an expense represent different things. Do not add all dashboard amounts together as revenue or cash available. A case budget is an authorization for work, not the same as an invoice or retainer.
Why totals can differ
Compare permissions, record scope, statuses, dates, and snapshot timing when reconciling a widget with another page. For detailed analysis, open an authorized report in Data & Analytics. Dashboard access alone does not grant financial access.