Dashboard

From the Dashboard you can do the following:

• View Unpaid Surcharge Filings

• View Unpaid High-Cost Invoices 

• Invite a User

• Delete a User

View Unpaid Surcharge Filings

Use the following steps to view unpaid surcharge filings.

1. Log in to the COTFA application.

2. Select Dashboard from the navigation panel. Unpaid surcharge filings are listed below company information

3. Select View Invoices to the right of the surcharge filing for which you would like to view invoices. The invoices for the selected surcharge filing period are displayed with the following:  

• ID number

• Month and year

• Invoice type

• Amount

• Remaining

• Status

• Date Created

View Unpaid High-Cost Invoices

Use the following steps to view unpaid high-cost invoices.

1. Log in to the COTFA application.

2. Select Dashboard from the navigation panel. Unpaid high-cost invoices are listed below company information.
   

   

3. Select View Invoice to the right of the high-cost filing for which you would like to view invoices. The invoices for the selected surcharge filing period are displayed with the following:     

• Reported Year 

• Filing Period 

• Amount 

• Remaining Amount 

• Invoice Date 

• Due Date 

• Status 

• NetSuite Invoice Number 

• Terms  

• Memo 

• Payments 

Note: You also have the option to print or pay the invoice from this page.  

Invite a User

Users are individuals with access to the COTFA application. Invite a user to request someone create a COTFA application account. Use the following steps to invite a user.

1. Log in to the COTFA application.

2. Select Dashboard from the navigation panel.

3. Select Invite User. The Invite User pop-up window appears.

4. Enter the email of the individual you want to invite. An email invitation will be sent to the email address you added.

5. Select Invite. The message An invitation has been sent to the email provided appears in green and the invited user receives a welcome email.

Delete a User

Delete a user to remove a user’s access to the COTFA application. Use the following steps to delete a user.

1. Log in to the COTFA application.

2. Select Dashboard from the navigation panel.

3. Select the red trashcan to the right of the user you want to delete. The Remove User pop-up window appears.

4. Select Delete. The message The user has been removed appears in green.