Financial reports

Review money, receivables, service margins and billing reports.

7 articles

• Advanced Billing Reports →This capability opens the billing reports in the Money area. Billing Reports gives a financial summary for a time range you choose, with revenue by month and a short set of health insights. The report…
• Billing Reports with PDF and CSV Export →The Billing Reports page summarizes what you invoiced, what you collected and what is still outstanding for a month, a quarter or a year. You can download the same report as a PDF or a CSV file, or…
• Financial Reports and Earnings →This capability opens the financial reporting pages in the Money area. Billing Reports gives a financial summary for a time range you choose, with revenue by month and a short set of health insights…
• Money Overview and Financial Health →The Money overview gives a quick read on the financial health of the business. Its tiles show Payment Account status, Outstanding Invoices, Avg Invoice Value, Paid vs Unpaid Ratio, Cash In, which…
• Reading Service Margins and Labor Costs →Two reports show whether your work is profitable. Service Margins compares what you charge for each service with the labor and direct costs it takes. Labor Costs compares the standard cost of your…
• Reading the Receivables Aging Report →The Receivables report shows how much customers still owe you, how old those balances are, and how quickly invoices get paid. It ages every unpaid invoice as of now, so the oldest balances stay…
• Using the Money Overview for a Daily Financial Check →The Money overview is the first page to open when you want a quick read on the financial health of the business. It shows whether you can take payments, how much you have invoiced recently, what is…