In this article, you'll learn about invoicing reports, their functions and where to find these reports.
Content
-
Where to find the invoicing reports
-
Functions, searches and exporting to Excel
-
Invoicing reports by account
-
Invoicing reports by project
Description
In this report, you can see how and where your company's monthly invoicing comes from. The information on the report can be filtered by account, sub-unit and project.
Permissions: Invoicing reports
1. Where to find the invoicing reports
You can find the reports by clicking Reports in the upper left-hand side in the top bar. In the Reports view, click the drop-down menu Invoicing. Here you can find different kinds of invoicing reports:
2. Functions, searches and exporting to Excel
Advanced search
You can also filter information on the report by clicking Add filter on the right-hand-side. You can filter the following information on the invoicing report by:
-
project
-
project types
-
account group
-
reporting group
-
project category
-
tags
-
account manager
-
project manager
-
project team
-
sales agent
-
team
You can also save the search criteria by clicking Save search.
Export to Excel & Additional options
Additional options
On the right-hand side, you can edit the report by clicking the eye icon and add closed projects and projects on hold to the report.
Show sub-unit in a column
Behind the eye icon, you can also choose to show sub-units on the report.
This is useful in exporting and arranging the reports because it puts the main and sub-units in their own columns.
3. Invoicing reports by account
In the invoicing report Monthly by account, you can have a look at account-specific invoicing on a monthly level. In the dropdown menu, you can choose the company, financial year, account and a saved search if you wish. Account, invoiced total and monthly invoicing figures will be shown on the report.
4. Invoicing reports by project
In the invoicing report Projects monthly, you can have a look at project-specific invoicing on a monthly level. In the In the dropdown menu, you can choose the company, financial year, project and a saved search if you wish. The account, project, project types, project categories, invoiced totals and monthly invoicing figures can be seen on the report.
