Ageing
Balance by how long each member's oldest bill has been overdue.
Weekly trend
Bills grouped by the week they fell due, and where each one stands now.
Failure reasons
Why bills failed, across every bill on file.
Longest overdue
Past due members
Cleared members
Cancelled members
Import log
Every bill, grouped by the CSV import it arrived in. Exempted members are included here.
Exempted members
Members on this list stay in the import log but are left out of the dashboard and the past due, cleared and cancelled lists. Matched by number or full name.
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Sync from Zen Planner
Unpaid bills due today or earlier are pulled from Zen Planner every morning at 7am. New bills are added, and past due bills Zen Planner no longer lists as unpaid are marked Cleared.
Import billing CSV
Bills already on file (same bill number) are skipped, so re-importing a report is safe.
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Export
Download a spreadsheet copy of the bill log or of every member note.
Failure reasons
Options in each bill's failure reason list.