Billing Reports
under review
Jeffrey Bookbinder
Thanks for creating these! Tulio Silva in one of the requests you merged here, really just populating the Invoice Create Date on billing reports would suffice rather than doing any calculations. Having the date the invoice was created allows for the opportunity to apply metrics once we have the Excel report (ex. we might want to know the time from the invoice date to today's date for unpaid invoices, and we could calculate the time from invoice date to payment date).
Tulio Silva
Merged in a post:
Billing report for Services billed by date-range
Jeffrey Bookbinder
Billing report showing which services were billed within a specific date range. This supports billing audits and reconciliation against a defined period rather than point-in-time balances.
Tulio Silva
Merged in a post:
Billing Reporting
Jeffrey Bookbinder
New aging buckets beyond 90 days: Ability to customize columns e.g. 90 to 120, 120 to 180, etc.
Tulio Silva
Merged in a post:
Billing reports improvements
Jeffrey Bookbinder
Add the time it took in days from invoice creation to payment date so that analytics can be created by the user.
Tulio Silva
updated the status to
under review