Feature Requests

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Monthly invoice totals report

Would like to see an option for a report that shows Company invoicing totals by month.  So at year end, rather than going to 'Invoices' and 'Sent' and setting date range for every month, I could quickly look back and see how invoicing totals looked, month-to-month, for the entire year.  

  • Guest
  • Nov 27 2019
  • Already exists
How often would you use this request?

Regularly.  Monthly, and definitely for quarterly reporting.

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  • Admin
    Shoaib Mehmood commented
    4 Mar 12:23pm

    You can view this information on the Financials Dashboard:

    The added benefit is the use of firm's fiscal year. In this case, the fiscal year start was set to June. If your firm's fiscal year is set to start from January, you will see all such charts show data from Jan - Dec.