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How to use the Dashboard

Using the Recharges Dashboard

Andrea Sellers avatar
Written by Andrea Sellers
Updated yesterday

The Recharges dashboard is the overview for all of your recharges. They are split in to two categories:

  1. In progress - recharges have either not been locked or are not fully posted and so there remains some work to do to finalise them

  2. Complete - recharges have been fully posted and locked and there is no further work needs to be done.

For each recharge you will see the following information:

  • Date range of the recharge

  • Rules included in the recharge

  • When the recharge was created, and by who

  • Posted status (Not posted, Partially posted, Posted, Out of date)

  • Lock status (Locked or unlocked)

  • Link to the postings for the recharge

And in the additional menu under the three dots, you will have the option to:

  • Delete the recharge

  • Export the recharge to .xlsx

Note: You cannot delete a recharge which has been partially or fully posted back to the relevant accounting file. First you will need to void or delete the connected postings and then you will be able to delete the recharge

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