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Reports

Time and financial reports

Time, invoice/AR, and financial reporting.

Time reports

Summaries by project, client, task category, or member; a pivot report; a detailed log; uninvoiced time; and utilisation.

Invoice / AR reports

Invoice status, AR aging (current / 30 / 60 / 90+ days overdue), revenue by client or project, and payment history.

Financial reports

Income on a cash vs. accrual basis, income vs. expenses, expenses broken down by category/billable/GST, and project profitability (revenue minus cost minus billable expenses) — visible only to Owner/Admin/Billing.

Filters and export

Every report supports date-range presets (including financial-year and BAS-quarter aware ones), filters, and CSV/xlsx export. Charts always have an accessible table fallback alongside them.

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