1. Project Billing System
  2. Reports and analytics
Reference

Reports for the questions your team asks

Read billing, WIP, receivables and revenue by project and period.

More reports

Open WIP by project Grouped

Sum open WIP by Project and rev rec period from WIP balances.

WIP aging List

Compare Aging0to30, Aging31to60, Aging61to90 and aging91 plus for each Project.

Invoice approval outcomes List

Count invoice approval steps by approver role and Decision.

Billed time by resource Grouped

Sum Hours and bill amount from billable time entries by Project and Resource.

Expense recovery Grouped

Compare base amount and bill amount from invoice line source expenses by invoice line.

Past due receivables List

Show due date, paid amount and days past due for sent Invoices.

Recognized revenue by period Grouped

Sum recognized revenue period by rev rec period and Project from rev rec entries.

Write offs by reason List

Sum Amount from write offs by Reason and Status.

Set up Project Billing System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started