Invoice Reporting

AccountSight offers a very rich and powerful reporting tool along with the time and billing software. It gives an array of options for the users to slice and dice data for analysis and present reports for time, expenses and invoices separately. These reporting features make AccountSight a unique employee time management software.

Invoice reporting is slightly different from Time or Expense Reporting in that it analyzes data at the project level at the lowest. Invoice Reporting helps to keep track of accounts receivables and, therefore, to take initiatives in collecting  due payments in order to keep the cash flow positive.

Follow the steps below for Invoice Reporting:

1] Login to AccountSight account as Admin. You can also login as a Project Manager. Admin has access to the whole database whereas Project Manager has access only to his project database.

2] Go to Reports tab.

3] Within Reports, go to the Invoices sub tab.

Invocie Reporting

4] Choose the filters as per your requirement. Select the Time Period. Select the Customer(s) and Project(s).

5] Also select Payment Status and Invoice Status.

6] Click on Search. The consolidated list will be displayed below.

Invoice reporting in AccountSight

7] Once you have your desired list of entries, you can transfer the data into files. Click on Export to get the data in an Excel file.

8] Click on Get PDF to get the data in a pdf file.

9] Click on Print to get a print out of the datasheet.

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