Read the dashboard and aged balance

In short

The dashboard summarizes accounts, while aged balance groups positive remaining invoice amounts as not due, 0–30, 31–60, 61–90, and over 90 days. Only invoices with a positive remainder enter these buckets. With several currencies, the widget favors one currency rather than creating a raw, unconverted total.

Expected result

You link each bucket to open invoices and interpret amounts in the correct currency.

Before you start

• Locate the viewing date and displayed currency.
• Let recent invoices or payments synchronize before comparison.

Procedure

1. Open the home and identify total outstanding, overdue accounts, and currency.
2. Review aged balance and compare its five buckets.
3. Open invoices behind a material bucket.
4. Check due date, remaining amount, and account for sample rows.
5. Repeat currency by currency when several are present.

What Billabex does

Aged balance aggregates Issued or Overdue invoice projections with a positive remainder. Paused accounts stay included because the metric reflects financial exposure, not agent activity.

If the result is not what you expected

• A fully covered invoice should no longer appear in a bucket.
• A recent payment can update detail before every dashboard widget refreshes.
• Do not compare screens showing different currencies without conversion.