New Financial Report (Beta).

The new financial report with the breakdown of items provides more clarity and control. For example, missed planned invoicings can be accessed – or revenues for a customer can be predicted.

English image not yet available...

What's new:

• Direct breakdown of the items (1)
• Various filter options
• Targeted export of the filters (2)
• Filtering by click in the chart (total number, monthly number, bar)
• Invoicable items that are in the past are set with the current day and carried along – assuming that they will be invoiced shortly. If invoicing is not possible, open items should be marked as already invoiced or invoicing plans should be checked off.
• "Invoicable incl. planned" combines the previous two numbers. 

• Planned expenses are on the way. After the Christmas break, the last challenges will be solved. In the future, the forecast will be complete with this expense forecast, without having to "misuse" the fixed costs for it.
• The effort projects in the revenue planning of the new version are no longer based on capacity planning. The goal in Q1 is to evaluate the not yet invoiced budgets for the forecast.
• Invoice drafts are to be included.
• The report will be better coordinated with the cash flow.