Using the PeopleSoft Classic Billing WorkCenter - Dashboard

You can access the Billing Dashboard from within your PeopleSoft Classic Billing WorkCenter. If you are a billing manager, you may want to personalize your Classic WorkCenter so that the Billing WorkCenter Dashboard is your landing page (start page).

Click the Pagelet Settings button on the Links pagelet, Other Links, and designate it as the Start Page.

PeopleSoft delivers the following pagelets with the Billing Dashboard: Bills by Status and Incomplete Invoice Process. These Billing portal pagelets are configured to appear in your WorkCenter when you click the link within the Other Links section (Sample Data). When you first click the Billing WorkCenter Dashboard link, the delivered pagelets appear. You can click the refresh button for each pagelet to view the data.

You can configure and personalize the Dashboard pagelet presentation (for example, presenting the pagelets side-by-side) by using the Personalize Content/Layout links located in the top right corner of your working zone