View detailed accounting stats
The general accounting statistics section provides data about different types of payments, both received and not paid yet.
The section is helpful if you want to gain insights about different stages the invoice payments are in.
You can see how much the company has received in a required time period and how much the company has spent.
You can also see if the clients liked or disliked the services and based on the response make further decisions.
To access the “General” section for accounting, navigate to “Business Intelligence” → “Accounting” → “General”.
In the first 3 rows you can find detailed information about the invoices.
- The first row provides information about the paid invoices and the expenses that were required for jobs. In the "Balance" section you can see the net income without and with the tax. This section is useful if you want to gain insights about how much the company earned in the chosen time period.
- The second row provides information about the created invoices and the expenses that were required for jobs. It includes both paid and unpaid invoices. This section is useful if you want to gain general insights about invoices in the chosen time period.
- The third row provides information about the received payments and the expenses that were required for jobs.
- In the forth row you can see how much in average the clients have made payments in a day and in a month.
- You can also see if the clients liked or disliked the services you provided.
- It also provides statistics on leads services.
- The last row provides statistics about client contacts, client payments, new clients and new estimates in the chosen date range.
The data can be filtered based on date. To filter the statistics based on start and end dates, click on the “date” fields, choose the necessary start and end dates and click “Go”.
