---
title: "JLD01: Finance"
slug: "jld01-finance"
updated: 2026-09-29T10:54:44Z
published: 2026-09-29T10:54:44Z
canonical: "support.joblogic.com/jld01-finance"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.joblogic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# JLD01: Finance

● **Overall Dashboard Filter** - 365 days before and after today’s date, based on Invoice Date Raised. ● **Filters available:** ○ Invoice Date Raised ○ Customer ○ Site ● **Approved/Draft Invoices** - Clustered graphical representation of Approved vs Draft invoices count. ● **Payment Status** - Clustered graphical representation of Paid vs Unpaid invoices count based on the respective payment status. ● **Overdue Invoices** - Doughnut graphical representation of Paid vs Unpaid invoices count. ● **Invoices by value** - Pie graphical representation of invoice count where the total invoice amount is less than £1000, Invoice amount between £1,000 and £10,000 and greater than £10,000 with its respective overall percentage. ● **Invoice by Trade** - Clustered graphical representation of Invoice gross sum based on trades. ● **Invoices by Area** - Pie graphical representation of Invoice count based on Areas. ● **Invoice Summary Table** - Per invoice details based on filters applied. The data in this table can be downloaded, further filters can be applied on exported data.