The Invoices Dashboard

The invoices Dashboard displays a table of submitted invoices by default. From there, you can change views and filter content.

To access the Invoices Dashboard:

1. Log in to CounselGO.
2. Click the name of a Client. The invoices Dashboard opens by default.

From here you have a number of options.

Page Area	Description
Types	At the top left of the page find links to different types of invoices - Submitted, Draft, and Saved LEDES files. Click a link to rebuild the Invoices table with that category of invoices
Statuses	The boxes across the top of the page reflect the number of invoices in each state - All, Open, Rejected, Approved/Paid. Click a box to rebuild the Invoices table with invoices of that status
Table	The body of the Dashboard displays a table of invoices matching the selection of type/status. Each table has the same columns: Date, Number, Subject, Currency, Total, Status, Status Date
New Invoice	Click the New Invoice button at the top right of the page to begin building a new invoice (LEDES or non-LEDES)

To reduce the rows returned in the Invoice table you can filter on a value or click a pre-built filter (which are the same as the Status boxes at the top of the page.)

Contact Us: For more information please contact us at [e-mail]. We are happy to help.