Purpose
Never question which line items are being voided from invoices again! Now, you have the visibility to see who, when, and which items are voided.
Questions the Dashboard Can Answer
Which invoice line items are being voided by staff members
Who is voiding them
⚡️ProTip: This information can be used to determine if the void actions were simple human error or if they represent a deeper issue/unintended loss in revenue.
FAQs
Use the Voided At Start Date to indicate the earliest date/time you want to surface voided information on the dashboard
Use the Voided At End Date to indicate the latest date/time you want to surface voided information on the dashboard
You can just select a date/time for the Voided At Start Date, or just the Voided At End Date, or both to filter your desired results
Export Data
To export data, hover over the top-right corner of any visualization or table to display a 3-dot menu allowing you to download the results.
You can download visuals as PNG, CSV, XLSX, or JSON files. Tables can be downloaded in CSV, XLSX, or JSON formats.
In addition to the previously mentioned options, you can also export the entirety of the current tab’s contents into a PDF file. This functionality allows for convenient sharing and printing of the data in a widely compatible format.
