Dashboard |
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As you use XSites Business Management to manage your billing and invoicing needs, XSites Desktop tracks your billing and order activities so that you can easily monitor them from right within XSites Desktop. To access your Business Management overview...
- Open XSites Desktop and click the Dashboard
tab.
- To filter Dashboard's overview of your business to a specific timeframe from the list on the right. Options include Today, This Week, This Month, Last 30 Days, This Quarter, This Year, and All.
- Once you've filtered Dashboard's "window," you can quickly jump into your
XSite to view and manage orders in invoices. Just click one of the links at
the bottom of the Dashboard including:
- Open Orders
- New Orders
- Due Today
- Past Due
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