On the All Payments tab in the Financials module, you can view paid, overdue and unpaid invoices and expenses to quickly see what payments are expected soon and what is outstanding.

Step-By-Step Instructions

1. Navigate to the Financials Module
2. Click the All Payments tab
3. You can now filter by the following options:
4. 1. Unpaid Invoices
   2. 1. Due in the next 7 days
      2. Due in the next 30 days
      3. Due this year
   3. Unpaid Expenses
   4. 1. Due in the next 7 days
      2. Due in the next 30 days
      3. Due this year
   5. Overdue Invoices
   6. 1. The filter automatically sorts items by due date, with the oldest listed first.
   7. Overdue Expenses
   8. 1. The filter automatically sorts items by due date, with the oldest listed first.
   9. Recently Paid
   10. 1. The filter automatically sorts items by date paid, with the newest listed first.

Tips & Tricks 💥

• Use the Clear Filters option to clear filter selections.

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• You can also click Clear All, or select the X next to each filter to remove them individually.

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