This dashboard provides an overview of your issued invoices, credit notes, and overpayments within a specific time frame. All data includes tax.
Before you start
Dashboard overview
The five widgets at the top of the dashboard allow you to see summarized data about your organization's invoices and credit documents at a glance. You can see:
The number of invoices, credit notes, and overpayments in the chosen time period
The total invoiced amount for the selected period
The total amount of credit notes and overpayments issued in the selected period
Filtering rules
Filtering by Date Range on this dashboard works by using two filters:
Filter Invoices By allows you to select the date that invoices will be filtered by—their issue date, their invoice period start/end date, or their due date. This filter only affects invoices, as credit notes and overpayments don't have due dates or invoice periods. Therefore, credit notes and overpayments will always be filtered based on their issue date, regardless of the option selected in the Filter Invoices By filter.
Date Range is a regular date-range filter that depends on the value selected in the Filter Invoices By filter. For example, to filter invoices with due dates in the current quarter, you must:
Select Due Date as the value of the Filter Invoices By filter.
Set the Date Range filter to This Quarter.
This will show you all invoices with due dates in the current quarter and all credit notes/overpayments issued in the current quarter.
Invoiced amounts split by location and revenue account
This bar chart shows the invoiced totals for each location, broken down by revenue account.
Invoiced amounts split by revenue account
This chart shows the total invoiced amounts by revenue account and how the totals compare.
Invoiced amounts split by month and invoice status
This chart shows the total invoiced amount for each month in the selected time period, broken down by invoice status.
Credit amounts split by month
This chart shows the total amount of credit (credit notes, overpayments) recorded in the selected time period, broken down by month.
Top 20 Customers split by total invoiced amount
This chart shows the top 20 customers, ranked by total invoiced amount. Each total is broken down by invoice status.
Top 20 Customers split by total due amount
This chart shows the top 20 customers, ranked by total due amount.