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Payroll Summary
Summary
This summary provides an overview of total approved invoices, broken down by month, with an option for detailed view.
In this article
- Before you begin
- Step 1: Display Total Approved Invoices
- Step 2: Show Monthly Breakdown
- Step 3: Add Interactive Detail Link
- Frequently Asked Questions (FAQ)
Before you begin
- You must have access to the payroll or invoice management system in your dashboard.
- You should have a role that allows access to view approved invoices.
Step 1. Display Total Approved Invoices
- Go to the “Payroll” or “Invoice Management” section.
- Locate the field for total approved invoices.
- Display the sum of all approved invoices for the current year in a prominent, clear format (e.g., £30.18k).
Step 2. Show Monthly Breakdown
- Below the total approved amount, create a table or list for the monthly breakdown.
- Label each month (e.g., Feb, Mar, Apr, May, Jun, Jul) and display the approved amount for each corresponding month.
Step 3. Add Interactive Detail Link
- Below the monthly breakdown, include a “See details” link.
- This link should lead to a more detailed view, such as a list of invoices or further breakdowns.
Frequently Asked Questions (FAQ)
1. What is the total approved invoice amount?
The total approved invoice amount represents the sum of all invoices that have been approved up until the current date.2 .How is the monthly breakdown calculated?
The monthly breakdown shows the approved amount for each month, calculated based on the invoice approval dates.3. Can I view more details on the invoices?
Yes, by clicking on the “See details” link, you can access a more detailed view of each invoice or a further breakdown of the amounts.
4. Can I adjust the monthly breakdown if there’s an error?
To adjust the breakdown, you would need to correct the individual invoice entries. Reach out to the payroll administrator for support if necessary.
