Feature Requests

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Dashboard Needs to have totals with and without expenses to break out fees and expenses

When you look at total billed and total collected, this doesn't account for expenses which can be huge like vendors who do lots of work and artificially inflates income.

  • Guest
  • Oct 29 2022
  • Shipped
Feature Request
How often would you use this request?

Every time you look at total billed and total collected, you have no easy way of not seeing the expenses that were included with the bills. Also, for tax purposes, this would be a VERY USEFUL feature to have.

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  • Admin
    Shoaib Mehmood commented
    April 17, 2023 09:15

    Thank you for your feedback. We have rolled out new dashboards to track the performance of your Staff, Client Intakes, and Financials which provide the view that you have requested. To access, click on the Dashboard option from top navigation and select the appropriate tab (Staff/Client/Financial).

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