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Financial Details

The financial detail page gives financial insights for cases in an easily filterable view.

Under the financial detail page, cases will be listed out with quick insights on various invoice related information. Cases can be filtered at the top of the page by date range, status and location.

In the filtered list of cases, invoice related information will be displayed to give quick insights into the financial details for the corresponding case contracts. 

To navigate to the financial page for any case in the list, simply click on the name of the case and you will be taken to the case financials page of that case to view the financial information in full.

The information listed out in the financial details page can also be exported to an Excel spreadsheet by clicking the Create Excel Export link at the top of the list.