Get overview of expenses for your entire account and review the spending by each expense category.
Quickly view expenses across your entire account in your base currency. See the breakdown of expenses by employee, and drill-down to view expense-level details for each employee.
The Invoice Aging Report lists all the clients with unpaid invoices, including the total amount due grouped by aging bucket. Use this report to keep an eye on which customers owe you how much money by age of the receivables. Drill down to invoice level details by clicking the customer name.
Follow up on past-due invoices with your customers with the Invoice Aging Details report. This report provides a list of all unpaid customer invoices, as well as the invoice age, and the number of days it is overdue by. You can also view the unpaid balance for each invoice in this report.
Quickly view expenses across your account in your account currency. See the breakdown by customer, and drill-down to view expense-level details.
Understand who your biggest customers are with the Sales by Customer report. This report displays total sales and invoice count in the customer currency.
The “Revenue by Month” report uses sales invoice, credit note & payment data to generate a month-over-month revenue report for the entire account in the account currency. Use this report to track financial progress for an entire calendar year on one page and compare against monthly or quarterly revenue goals. This report also gives you the flexibility to use either the accrual or cash method to report results.
The Customer Dashboard report is your go-to place for answering customer-level questions without running multiple reports. Available to be run for one customer at a time, this report allows you to analyze all transactions, projects, timesheets, expenses and fixed amounts linked to a specific customer on one page.
The Customer Statement report displays a consolidated list of transactions carried out for a customer. This report lists all financial transactions for a customer, including invoices, credit notes and payments. Keep track of customer balances, or use this report to inform them of the amount they owe you.
The My Schedule vs Timesheet Report compares scheduled hours with actual hours for the logged in user. It can be used to view deviations from the forecasted hours, and better understand individual productivity.