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New Financial Report (Beta).
The new financial report with detailed breakdowns offers greater clarity and control. For instance, you can access missed planned invoicing or forecast revenue for a client.
(English image not yet available)What's new:
- Direct breakdown of items (1)
- Various filter options
- Targeted export of filtered data (2)
- Click filtering in the chart (total, monthly, bars)
- Billable items from the past are set to the current day and carried forward, assuming they will be invoiced soon. If invoicing is not possible, open items should be marked as already invoiced or invoicing plans should be ticked off.
- "Billable incl. planned" combines the previous two figures.
Why Beta?
- The planned expenditures are on their way. After the Christmas break, the final challenges will be resolved. In the future, the forecast will be complete with this expenditure forecast, without having to "misuse" fixed costs for it.
- The effort projects are no longer represented in the revenue planning of the new version based on capacity planning. The goal in Q1 is to evaluate the budgets not yet invoiced for the forecast.
- Draft invoices should be included.
- The report will be better aligned with the cash flow.







