New Financial Reports and Quick Add Functionality

We have added even more reports to help you with your financial reporting.

In the left menu there are now three items available under “Billing & Financials”:

Transaction Base Data:

This view shows your billing transactions as they were entered on the contract. No calculations, no date ranges, just the pure base data for you billing transactions.

Contract Financials:

In this view you will be able to see the accumulated costs, revenues and cashflow for each of your contracts for a specific date range.

Transactions over Time:

This report was available already before and shows you the billing transactions as they occur over time. Think of it as incoming and outgoing invoices.

Of course, you can filter, sort and export all views as usual.

In addition, we have also added a quick add functionality in the top menu. Now you can quickly add new items from anywhere within the application.

 

Published Oct 11, 2017

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