View insights on invoicing estimates, receivables, pending and due invoices and get an overview of your invoicing and expenses data.
Content
-
Access the invoicing insights feature
-
View pending, due and overdue invoices
-
Evaluate the cumulative invoicing value and growth rates
-
View invoicing data for specific projects, project types, products, different costs, roles, accounts, account groups, job types and users
-
View billable data for different projects
-
Get a complete overview of your invoicing and expenses data
Description
Heeros PSA's BI-reporting tool offers advanced invoicing insights on your invoicing estimates, receivables, pending and due invoices. You can even filter and view invoicing data for an account, project, job type, team, etc.
Permissions: Invoicing insights
How to access invoicing insights
To access invoicing insights:
-
Navigate to the BI-reporting feature on the sidebar
-
Click on Invoicing insights
-
You will be directed to the invoicing overview page
-
Use the Advanced search option to filter the relevant project, account, category, etc. The Save search function allows you to save searches privately or publicly, for future use.
Invoicing Overview
Here you can get a complete overview of all your invoices for the selected time period. These include:
-
Payments received: All invoices with the status Paid
-
Total Outstanding: All invoices currently in Sent and/or Overdue status
-
Waiting Invoices: All invoices that have been created but not sent yet, currently in the Waiting status
Click on the numbers in the chart to open a slider with the list of invoices for this category.
Invoice Receivables
Here you can get a complete overview of all the receivables, i.e. Due and Overdue invoices. Click on the numbers in the chart to open the slider with a list of receivables for the chosen timeline.
Invoicing Cumulative Development
Get a complete overview of your cumulative month on month invoicing details.
Navigate to the right to see the cumulative development and month on month growth rates and percentage.
-
Cumulative invoicing: Invoicing amount for the previous month+MoM growth (eg. 150 000,00 + 332 508,69 = 482508.69)
-
Month to month growth: The increase in the month to month value
-
Percentage: The total percentage increase or decrease from the previous month
Click on a row to see the monthly invoices.
Invoicing by Project Category
Project categories can be used throughout the software for reporting purposes. Each project can have one project category. Admins can define default categories in Heeros PSA settings.
Click on a row to open the slider with the projects listed for that category.
Invoicing by Project Type
Project types can be used throughout the software for reporting purposes. Each project can have one or more project types. Admins can define the default project type and set permissions to use one ore more than one project type.
Note! A project may contain more than one project type! Project invoice total can thus be visible in more than one project type.
Click on the row to open the slider with projects listed for that specific project type.
Invoicing by Product
Here you will find a list of all products invoiced. Click on a row to open the slider with access to all the invoices (click on the number) and quantity/sum of products invoiced.
Note! This view is not the total amount invoiced, only the qty/sum of the specific product added to the invoice.
Invoicing by Cost type
Get a total overview of how your projects have been invoiced, based on the project costs. Click on a row to open the slider with project costs listed.
Invoicing by Role
Get a complete overview of how your projects have been invoiced, based on the role chosen.
-
Sales Agent: Defined in the project card
-
Project Manager: Defined in the project card
-
Account Manager: Defined in the account card
Click on a row to open the slider with projects listed for that category.
Invoicing by Account Group
You can view how your projects have been invoiced for a particular account group. Account Groups are created in the account settings.
Click on a row to open the slider with projects listed for that category.
Invoicing by Accounts
You can view the invoicing amount for all your accounts arranged from the highest to the lowest sum.
-
Account: Includes the invoices for all the projects associated with this account
-
Sum: Total invoiced value
-
Split: Percentage of the total invoiced amount
Click on a row to open the slider with projects listed for specific accounts.
Invoicing by Projects
You can view the invoicing amount for all your projects arranged from the highest to the lowest sum.
-
Project: All invoices associated with a specific project
-
Sum: Total invoiced value
-
Split: Percentage of the total invoiced amount
Click on a row to open the slider with invoices listed for specific projects.
Invoicing by Jobtype
You can view the invoicing amount for different job types. Click on a row to open the slider with invoices for specific job types.
Hours Invoicing Overview by User
You can view the tracked hours, billable and non-billable hours, hourly costs, billing amount, and other invoicing details for a user. Click on a row to open the slider for more insights.
Invoicing Materials by Type
You can view the invoicing amount for travel expenses, purchase expenses, bills, hours, scheduled and automatic invoices here. The default invoicing methods are configured in the settings and these are shown in the project card.
Invoicing Materials by Project and Account
You can get insights on the invoicing materials associated with different projects and accounts from here.
Invoicing overview
Get a complete overview of all the invoicing data for the selected time period. You can view the total invoicing amount that is pending, sent, paid, credited and overdue from here.
Expenses overview
Get a complete overview of all the expenses made for the selected time period. You can filter and view expenses associated with a user, team or the type of expense.
