Reporting

Void or Cancel an Invoice the Right Way Cancel an invoice that shouldn't have gone out without messing up your reports or confusing your client. Invoices Reporting Voiding Export reports to CSV and PDF Any list or report exports to clean CSV for your spreadsheets or a print-ready PDF for your accountant. Exports Reporting Drill down your revenue Drilldown reports expand years into months into items, group revenue by client, project, and tag, and open into the documents behind every number. Reporting Stay ahead of aging The aging report buckets outstanding invoices into current, 30, 60, and 90+ with the actual invoices inside each so you can act. Invoices Reporting Attribute an expense to a project Assign an expense to the project it belongs to and project reports show real margin: invoice revenue minus attributed costs. Expenses Projects Reporting Read the ops dashboard The owner overview: recurring-revenue forecast, outstanding balances, time utilization, invoice aging, and approval rate in one sweep. Reporting Tag invoices for reporting Add tags like rush, recurring, or retainer to your invoices so reports can break down billed amount by the categories you care about. Invoices Reporting Tags Read your win/loss report Use the approval-rate card under Reports to see how often your estimates win, with a per-client breakdown. Estimates Reporting