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Outstanding Debt Card

What the Outstanding Debt card shows and why it behaves differently from the date-based Dashboard money cards.

Work Planner TeamApril 12, 2026

Outstanding Debt is the current unpaid amount across the selected businesses. It is a live debt snapshot, so it behaves more like a balance check than a period report.

What It Counts

  • Current debt only: The card totals jobs carrying a negative balance in the current debt view.
  • Business-sensitive: Change the business filter and the figure changes with it.
  • Not date-based: Changing the Dashboard date range does not turn this into a historic debt total. It stays focused on the current open debt position.

How to Use It

  • Chasing priority: A rising figure is a quick sign that accounts follow-up may be needed.
  • Context only: This card tells you the size of the debt problem, not which customers or jobs are causing it.

Related articles

  • Dashboard Overview: Covers where this card sits in the full page.
  • Business and Date Filtering: Useful because business selection changes the debt total even though the date picker does not.
  • Jobs List: A good next step when the Dashboard debt level suggests you need to inspect live jobs more closely.
  • Pending Payments Card: Helpful when you want to compare outstanding debt with payments that are still in flight.

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