Open WIP by project Grouped
Sum open WIP by Project and rev rec period from WIP balances.
Read billing, WIP, receivables and revenue by project and period.
Sum open WIP by Project and rev rec period from WIP balances.
Compare Aging0to30, Aging31to60, Aging61to90 and aging91 plus for each Project.
Count invoice approval steps by approver role and Decision.
Sum Hours and bill amount from billable time entries by Project and Resource.
Compare base amount and bill amount from invoice line source expenses by invoice line.
Show due date, paid amount and days past due for sent Invoices.
Sum recognized revenue period by rev rec period and Project from rev rec entries.
Sum Amount from write offs by Reason and Status.
Start free, then use Proto to change fields, steps and approvals before your team goes live.