Insights
See how the business is doing.
- Run a reportOpen a report under Insights, set its dates and filters, choose its columns and export it to CSV or Excel.
- See who owes you moneyFind overdue invoices with the Aged receivables report, and each client's unpaid balance with the Client balance summary.
- Track your revenueSee what you have earned with the Revenue report, and the money still to come in with Projected income.
- Get your sales tax totalsUse the Taxation report to see the tax you billed or collected in a period, split by tax rate, ready for your tax return.
- See your team's productivityCompare visits, job revenue and hours for each team member, then look at the time entries and visits behind them.