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The Three Dots
The Three Dots

On most pages, you will find three dots at the end of the relevant row - this is what they do in Accounts

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Written by Annelli Bradbury
Updated over 3 weeks ago

On the accounting page, there are several sub sections and this is an overview of what the three dots will allow you to do on each section.

INVOICES

Awaiting Payment

  • Record Payment

  • Chase Payment

  • Create Finance Agreement

  • View Invoice

  • Edit Policy

  • Update Commission

Paid Invoices

  • Reversed Payment

  • View Invoice

  • Edit Policy

  • Update Commission

All Invoices

  • Record Payment

  • Chase Payment

  • Create Finance Agreement

  • View Invoice

  • Edit Policy

  • Update Commission

  • Delete Invoice

Not Invoiced

  • Create Invoice

Discrepancies

  • Accept Policy Totals

  • Accept Invoice Totals

  • Ignore Discrepancy

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