When I checked the Executive Dashboard, I noticed that there is a large amount of revenue to post. Where is this coming from, and where I can find more details about this revenue?
- Autotask PSA
The Revenue to Post listing provides a quick view of how much revenue is waiting to be approved and posted.
The Revenue to Post list includes the following information:
- The three companies with the highest amount of revenue awaiting approve and post.
- The total amount awaiting approve and post from all other companies.
- The total amount of awaiting approve and post from all companies.
To review the details of the revenue, navigate to, and run, the following two reports, using a broad date range to capture all the information:
- Autotask menu → Contracts → Reports → Billing → Pre-Billing Detail
- Autotask menu → Reports → LiveReports Designer → System Reports → Waiting Approve and Post → Pre-Posting Detail
To stop the revenue from being displayed, navigate to:
- Autotask menu → Contracts → Approve & Post → Approve & Post → Post all billing items