Financial Reports help you keep an eye on the Billing Status of different projects by giving access to the summarized invoice and payment information such as the project name, team name, amount that was invoiced, and the payment method used. Using the report, you can also generate an XLS file showing all ongoing cases with advance payment (or those already paid but are not complete).
To generate a financial report, do the following:
- Go to Reports > Financial Reports.
- Choose whether to generate reports by Month or by Period.
- For Reports by Month, select the month and the year then click on the Go button.
- For Reports by Period, select the start and end dates then click on the Go button.
