Milestone fees by project Grouped
Which design fees remain Submitted, and which have reached Approved or Completed?
- Architecture Firm Management
- Reports and operational decisions
Reports for the questions your team asks
Explain milestone fees, posted documents, applied cash and unresolved operations.
Overview×
Architecture Firm Management · Overview
Architecture Firm Management dashboard
This quarter
Journal entries in view
6Draft
6Posting date in 14 days
0Design billing milestones by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 39 | ||
| Submitted | 7 | 18% | |
| Approved | 3 | 43% | |
| Rejected | 1 | 33% |
Fee USD by status
Sample totals per stage
Questions to answer
Document value by client Grouped
What invoice, credit, expense and adjustment value sits with each client and document state?
From Clients and practice
Invoice cash application balance List
How much of each posted invoice has been covered by active cash applications?
From Cash reconciliation
Unapplied verified cash List
Which confirmed receipts still have money available for matching?
From Cash reconciliation
Journal balance by period Grouped
Do the debit and credit totals explain the selected period's posted position?
From Ledger and periods
Document review history List
Which document revision was reviewed, by whom and for what reason?
From Review and evidence
Operation exceptions List
Which actions remain pending or need investigation after failure?
From Review and evidence
Drawing evidence register List
Which accepted drawing issue and supporting files explain a milestone's fee?
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