Document value by client Grouped
Which client amounts are still in review, authorized or confirmed?
From Accounting documents
- Accounting + Invoicing for Freelancers
- Reports and operational decisions
Reports for the questions your team asks
Explain document amounts, review progress and cash exceptions from their recorded evidence.
Overview×
Accounting + Invoicing for Freelancers · Overview
Accounting + Invoicing for Freelancers dashboard
This quarter
Billable time in view
6Total revision
2,430Draft
2Submitted
1Accounting documents by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 28 | ||
| Review | 13 | 46% | |
| Authorized | 6 | 46% | |
| Submitted | 3 | 50% |
Amount USD by status
Sample totals per stage
Questions to answer
Billable time review progress List
Which submissions are waiting, and how long did decided work spend between submission and decision?
From Billable time
Journal balance by document Grouped
Do the debit and credit lines agree for each document?
From Ledger and balances
Cash matching exceptions List
Which cash events remain unmatched or exceptional, and which account and document do they reference?
From Cash reconciliation
Account position history Grouped
How do dated ledger and available amounts compare for the same account?
From Ledger and balances
Document review trail Grouped
Who decided the revision, when, and for what reason?
From Accounting documents
Operation outcomes List
Which actions need attention, and what failure or effect evidence is retained?
From Accounting documents
Cash evidence register List
Which receipts support a document, and which have been verified?
From Cash reconciliation
Set up Accounting + Invoicing for Freelancers your way.
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