Dashboard

Some users accessing FSM in Infor OS Portal can perform tasks by accessing dashboards. The dashboard is a menu structure that improves the navigation within the Billing application.

To toggle new features, see the Infor FSM Feature Toggle Administration Guide.

This table contains the tasks that you can perform from the dashboards in Billing


Dashboard	Description	Process	Steps
Invoices	Invoices are created in Billing from multiple sources including returns, recurring invoices, and manually creating them.	All invoices	See Invoices and credit memos
		Create invoice	See Creating invoices from order
		Create invoice import
		Customer recurring invoices
		Manual invoice header
		Invoice imports
		Recurring invoice definitions
		Invoice batch release
		Invoice verification report
		Invoice and register print
		Sub system update
		Create recurring invoices
		Journalized GL distributions
		Interface invoices
		Interface results
Recurring invoices	Recurring invoices are used to bill the same customers for the same set of services or supplies. For example, rent, leases, and membership dues.	Interface
		Create recurring invoices
		Recurring billing item operator
Processing		Maintenance and close
		Invoice batch release
		Invoice verification report
		Invoice and register print
		Sub system update
		Billing system period close
		Base list worksheet creation
		Base list worksheet update
		Invoice register
		Sales journal
		Worksheet reprint
		Expired contracts