Draft Invoices in the Financial Report

To better monitor the total amount of invoices in the "Draft" status within financial reports, draft invoices are now included in the "Overview" report.

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• Draft invoices are now part of the overall figures (1) – and similarly part of the graph.
• A draft with a past date is recorded as potential revenue on the next possible invoice date (today).
• Through the new category "Invoices – Draft," drafts can be specifically accessed (2). The categories of financial reports have been further streamlined for clearer overview. In the list and export, different types within a category are differentiated.
• This step also brings the report closer to the neighboring "Cashflow" report, where invoices in draft status are considered at the invoice date plus payment term and tax.

• Draft Invoice & Approval
• Financial Reports