Where is the revenue in the Revenue to Post coming from?

Question

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?

Answer

The Revenue to Post listing provides a quick view of how much revenue is waiting to be approved and posted. It includes the following information:

• The three organizations with the highest amount of revenue awaiting approve and post.
• The total amount awaiting approve and post from all other organizations.
• The total amount of awaiting approve and post from all organizations.

To review the details of the revenue, 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