How to Use the Invoice Dashboard
This article will show you how to access and download invoices from the Invoice Dashboard within the Global Work Platform™.
A user must have Company Admin or Company Billing Contact permissions to view or download invoices from the Invoice Dashboard.
To view a detailed video walkthrough of this process, please follow this Help Center article.
Note: You must be logged in to the Global Work Platform™ to access the video.
What is the Invoice Dashboard?
The Invoice Dashboard will show all of your company's invoices. The Invoice Dashboard enables users to:
Easily view and download PDF versions of previous invoices
Leverage filters
Access relevant billing information
Generate an itemized report instantly
Accessing the Invoice Dashboard
Step 1. Log in to the Global Work Platform™.
If you have difficulty logging into the Global Work Platform™, please reference the "I'm having login issues" article.
Step 2. Select "Pay" and click on "Invoices" to open the Invoice Dashboard (If Company Admin)
The Invoice Dashboard reflects the following information in the Invoices tab:
Employee Name
Employee ID
Due Date
Status
Amount Due
Invoice Type
Invoice Number
Viewing and Downloading Invoices
Step 1. From within the Invoice Dashboard, click on the invoice line item.
This will take you to that invoice's "Invoice Details" page. The "Invoice Details" page allows you to download the invoice PDF, check invoice status, review fee vs. payroll costs breakdown, and other invoice details
Step 2. To download the invoice, click the "Download Invoice" button.
The button is located in the right-hand corner of the Invoice Details page, under the "Total Amount Due" box.
Generating Itemized Reports
Step 1. From the Invoice Dashboard, click on the filter icon and choose the filter(s) for the invoices you want.
The default setting is “Last 180 days,” but you can easily adjust the date range to a specific month, quarter, or full calendar year.