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New Financial Chart and Individual Tile Updates
With the updates to the financial reports, the financial tiles have been reviewed and revised. Here are the optimizations made.
New Tile: Income / Expenditures (1)
The new tile displays the financial report in a compact form. You can now display it in the reports dashboard as needed. Clicking on the title and the monthly bar will take you directly to the detailed report. If you do not record payments in MOCO, it is advisable to replace the cash flow tile with this one.
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Update of the Income and Expenditures Tiles
The tile "Income" (2), formerly known as "Invoiced & Billable", now corresponds to the financial report and includes all invoices and planned invoices.
The distinction of unpaid portions has been removed. This information can still be found in the accounts receivable management section.
The distinction of unpaid portions has been removed. This information can still be found in the accounts receivable management section.
- Use the "Total Invoiced" tile in the dashboard if you want to see the amount still outstanding for the selected year (4).
- In the invoice list, you have the quickest overview of all open and overdue invoices (across years) when you use the smart filters!
The tile "Expenditures" (3) now includes all fixed costs (net) and planned expenditures. Therefore, the display of the unpaid status has been removed.
- Use the "Total Expenditures" tile in the dashboard if you want to see the amount still outstanding (without payment). Clicking on the amount will filter the expenditure list directly for all expenditures of the year for which payment has not yet been recorded.
Update of the Total Amount Tiles
The tile "Total Invoiced" (4) now also shows the amount of planned income. The tile "Total Expenditures" (4) behaves similarly and now includes all fixed costs (net).
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Update of the Incoming and Outgoing Tiles
The tile "Outgoing – Payments Gross" (5) now shows actual and planned outgoing payments in a bar. The tooltip displays the composition in a table format.
The tile "Incoming – Payments Gross" (6) now also shows planned income similar to the total cash flow report. The tooltip of the monthly bar displays the composition in a table format.
The tile "Incoming – Payments Gross" (6) now also shows planned income similar to the total cash flow report. The tooltip of the monthly bar displays the composition in a table format.