How to find pending billables
Open the Billable Entries workspace and look for entries with a Billable Status of Pending.
If your filters include an option called Pending Conversion, use it to show only entries that are Pending.
What you will see
Pending entries appear in the billable list alongside other entries and include:
Service name
Client name
Billable date
Amount
A status badge showing Pending
Entries are grouped by date buckets such as:
Today
Yesterday
Last 7 Days
Older
If you need to see more, select Load 7 more days when scrolling down, or use the date range options in the dropdown filters.
Review the entry details
Select a billable entry to open its details panel.
In the details panel you can review fields like:
Billable Status
Billable Type
For Client
Employee Attached
Billable Date
Quantity
Rate
Total Amount
For NDIS clients you may also see:
NDIS Budget Bucket
GST Inclusive
GST Amount
NDIS Item Number
Invoice (when available)