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Finance

Reports

Intermediate5 min read

Get a bird's-eye view of your financial health with dashboards that aggregate data from invoices, payments, and expenses.

Key concepts

  • Reports Dashboard: A consolidated financial overview accessible from the Reports section in the sidebar (its own top-level section, not under Finance). Shows income, expenses, and payroll data with period filtering and charts.
  • Invoice Statistics: A dedicated dashboard showing invoice performance -- totals by status, count breakdowns, and amount summaries.
  • Payment Statistics: A dedicated dashboard showing income performance -- totals by status (Draft, Confirmed, Partially Received, Received, Cancelled) with count and amount per status.
  • Stats Strip: Quick-glance KPI cards visible on every list page (Invoices, Payments, Expenses, Estimates) showing key financial figures.
  • Base Currency: All amounts across modules are converted to your workspace's base currency for consistent reporting, even when individual documents use different currencies.
How to

Step-by-step

Viewing the Reports Dashboard

  1. Open the Reports section from the sidebar (it is a top-level section, not nested under Finance).

  2. The dashboard shows a consolidated financial overview including income, expenses, and payroll data.

  3. Use the Period selector (Weekly, Monthly, Quarterly, Yearly, or Custom date range) to change the time window.

  4. Review the KPI cards. The headline metrics are:

    • Income -- payments in Confirmed, Partially Received, or Received status
    • Expenses -- approved expenses plus payroll
    • Profit -- income minus (approved expenses + payroll); payroll is included in the calculation

  5. Below the KPIs, the dashboard also shows Top Expense Categories, Top Clients, Outstanding Invoices, and a 6-month income / expense / payroll trend chart.

Viewing Invoice Statistics

  1. Navigate to Finance > Invoices.

  2. Click Statistics in the top-right corner.

  3. The dashboard shows:

    • Invoice by Status -- dedicated status cards for Draft, Sent, Paid, Overdue, and Cancelled (each with count and total amount). Partially Paid is not given its own styled card.
    • Financial Performance -- overall summary of your invoicing activity

  4. All amounts are displayed in your base currency.

Viewing Payment Statistics

  1. Navigate to Finance > Payments.

  2. Click Reports in the top-right corner.

  3. The dashboard shows:

    • Income by Status -- cards for each status (Draft, Confirmed, Partially Received, Received, Cancelled) with count and total amount
    • Financial Performance -- overall summary of incoming payments

  4. All amounts are displayed in your base currency.

Filtering Report Data

  1. On any list page, use the filter tabs (status), date range, and currency selectors to narrow data.

  2. The Stats Strip recalculates based on your current filters.

  3. This gives you period-specific or status-specific financial views without leaving the page.

Viewing the Aging Report

  1. Navigate to Finance > Invoices.

  2. Click Aging Report in the top-right corner.

  3. The report shows all unpaid invoices grouped by age:

    • Current (0-30 days) -- due soon or recently due
    • 31-60 days -- moderately overdue
    • 61-90 days -- significantly overdue
    • 90+ days -- severely overdue, high risk of bad debt

  4. Data is grouped by customer -- each row shows one customer's outstanding amounts per age bucket.

  5. Summary cards at the top show totals per bucket and the overall outstanding amount.

  6. Click Export CSV to download the report for use in external tools or stakeholder presentations.

Tips & best practices

  • Check the Aging Report regularly to catch invoices before they move into older buckets -- combine with Invoice Reminders for automated follow-up.
  • Check the Overdue figure on the Invoices stats regularly -- it highlights unpaid invoices past their due date that need follow-up.
  • Compare Approved Expenses against Received Payments to understand your net income for any period.
  • Use date range filters on the list pages to get monthly or quarterly snapshots.
  • The Stats Strip on each page is context-aware -- it reflects the currently filtered data, so you can answer questions like "How much did Client X pay us in Q1?" by combining search + date filters.
  • For deeper analysis, export invoices and payments as PDFs from their detail pages and consolidate in your accounting software.
  • All multi-currency amounts are normalized to your base currency in the statistics, so the numbers you see are always comparable.

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