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Sample
The Invoiced and open balances could not be loaded
and are showing invented stand-ins — not yet due, past due, latest,
and every tinted cell in the table.
The Approved, not invoiced figures on the left are
your real brokers and your real money.
Approved, not invoiced
Invoiced and open
Approved, not invoiced
from the platformInvoiced and openSample
no live source yetYour brokers
Show
| Approved, not invoiced | Invoiced and openSample | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Broker | 0–7 days | 8+ days | vs. yest. | Not yet due | Past due | Latest | vs. yest. | Tasks · inv. | |
“AR” on this page
Invoices that have been raised and still carry a balance. Age counts from the day the invoice was raised; past due counts against its own due date, so a young invoice on short terms can be both recent and late.
“Needs attention”
A broker with 8+ day work worth chasing, or open invoices far enough past due to need a call. Two dots, one per half.
Whose brokers
Yours — the brokers you hold an active sales assignment on. Managers see their team’s. This page never widens that; it is the same scope the Sales Report uses.