Get the full overview across projects

To get the total overview of your finances, work in progress on your contracts and make invoicing of the different payments easier, you need to make yourself familiar with the following two interfaces.

Data extraction: Contracts

The report Data extraction: Contracts is useful, if you want to follow up on e.g. invoicing and time tracking on all contracts for a specific customer or project manager. The report provides a good overview of the single contract’s finances, and you choose which details you want to include.

As default, the report shows all active contracts on all active projects with the possibility to filter to other views. You find it in the Reports menu.

Read the help text to Data extraction: Contracts here.

Adjust project payments

The Adjust project payments functionality helps you keep track of which planned payments you have in a given time period. This overview is specially designed for project managers and bookkeepers as they can easily update all project payments in one place and at the same time mark the payments ready for invoicing. It makes the process before invoicing much easier.

If you sell specific service such as courses, payslips or service licenses, you can also use this functionality to update different information, e.g. discounts or number before the monthly invoicing.

As point of departure, the page Adjust project payments shows all not invoicing payments on both active and inactive projects and contracts which a payment date in the current month. By also showing payment on inactive projects, you make sure that 

everything is invoiced and nothing is forgotten. You find it under the Projects menu. This new interface supports Auto save, which means that your information is updated, as soon as you leave the field.

Save your favourite search

It is possible to export data to e.g. Excel, and you may expand the report to include more data, if there is a need for it. If you have a favourite search, you can make it default under Page settings, where you can also select to have data shown immediately when you enter the report.

Read the help text to Adjust project payments here.