1. Just to confirm we have not developed Reload Data yet?
What are all of these?

2. Please remove the cash link
Please remove the refresh button
The z-finance reporting does not appear consistent. Can we move to the right like we do with payment ops

3. Please remove print action and logo
Please remove both billing and cash tabs and remove the entire grey ribbon
Please remove print action and logo
Now that the filters are moved down, let’s add simple text “Last Refresh: <datetime>” Here is an example from Z, but change the label and add time as this is just date
Let’s lower all of the filters to where the top of the box for account is level with the top of the box for key metrics

4. Green = Invoices with Discounts Would that work? Thoughts?
I am ok if we delay the currency FX (the show drop down) is delayed to ph 2, but is a nice to have
I think we should have a bar chart below here with the average amount on invoices with a discount vs. Total invoices. The question is how.
Green = Invoices with Discounts
Would that work? Thoughts?
Please rename to “Total Credits”
I assume this is a best practice, but my head always wants the biggest amount on the left which would mean charges are on the left and taxes on the right.
Not sure how we missed it, but we need Net Billings as a key metric after credits.
NB os tot inv amt-credits
Blue taxes
Green charges
Please rename to “Total Invoice Amount”
Please rename to “Average Invoice Amount”

5. Please rename avg size of invoice to “Average Invoice Amount”
Let’s add a space above the chart header (e.g. tot inv amt vs net billings and avg discount vs avg size of invoice.
Can we see this with more data? I am concerned about the scale
I am assuming these are the accounting period names?
I remember this was hard cuz the ap was free form. What if we change this to select the range and then compare with the previous range, so if they select 3 AP, we compare with the previous 3 AP? If we do this, the Year over Year label needs to change to “Period over Period”

6. This table needs the operators in between the boxes
This table needs the operators in between the boxes. Inv chg-discounts=net inv chgs + taxes= total invoice amount- total adjustments = net billings. Without the operators, we need to remove these boxes until phase 2
Assuming we add the operators, we need to put another box around inv chgs to total invoice amount. Would be nice to have a light grey or green shading to show this is the invoice.

7. Plz rename total adjustments to “Total Credits”

8. Rename Adjustments to “Credits”
Rename customer to “Name”
Rename customer to “Name”
Rename Total invoice to “Total Invoices”
Rename tot adj to “Total Adjustments”
Can you center the Header both name and total adj
Can you center the Header both name and total inv

9. What is this?

10. Please remove this section until phase 2 as it needs as of date

11. Plz rename cust serv rep to “CSR”
Plz rename rate plan name to “Name”
Sorry, but we are missing “Sales Rep.” Can we add below CSR?
Plz rename rpc name to “Name”
Plz rename product name to “Name” since we have the Product in the box name
Plz plz remove RPC so it is just “Charge Type”
Plz rename “Billing Operations”
Plz see open issue, we can’t have this “dummy” custom filter

12. None of the drill downs have been defined.
Will tackle that next.