Invoiced
Non-cancelled invoices issued in the chosen period.
Project reports
Review invoices, recorded payments and hours together. Get a clearer view of the work behind each project.
30 minutes to explore your workflow.
Project reportSELECTED PERIODRevenue + effort. Staff costs are not included.
A useful project review
Invoices use issue date. Effort uses the date of each time entry.
Filter by project, client, team or billing type. Refresh to include recent work.
Export the filtered report with its period and definitions for your review.
Different figures. Different questions.
Non-cancelled invoices issued in the chosen period.
Payments recorded against those selected invoices.
Billable and non-billable time entered in the period.
Revenue and effort help you ask better questions. Staff costs are not included, so this report does not calculate profit.
The useful details
Not necessarily. Collected means payments against invoices selected by issue date. Use accounting records for a complete cash-receipts report.
No. It may already be included. In the example, $1,200 of hourly work is part of the $4,200 invoice; adding it again would double-count the work.
The application’s report is called project profitability, but it reports revenue and effort. It does not hold staff costs or calculate gross margin, profit or utilization.
30 minutes. One connected workflow.