Purpose
To provide a comprehensive, line-by-line breakdown of all invoices issued by the firm.
Visualization Type | Table Chart |
Liveboard | Billing Dashboard |
Tab | General |
Function | Billing |
Filters | Excludes Archived invoices Line Item is Hidden = false |
Need-to-Know Glossary of Terms
Line Item Billed Amount - This is the amount billed for the line item shown on the far right column of the invoice (this does not include taxes).
Line Item Assignee - The name of the team member who logged the time associated with the line item.
Invoice Date - The date listed on the invoice as invoice date.
Client Name - Customer name, if a display name exists, that will be the primary search term. If there is no display name, first and last name will be displayed.
Time Entry Hours - Comments on a time entry.
Billed Rate Formula - Calculates the sum of all Line Item Billed Amounts and divides it by the sum of all Time Entry Hours.
sum(Line Item Billed Amount) / sum(Time Entry Hours)
Adjustment Formula - Calculates the sum of all Line Item Billed Amounts and subtracts the sum of all Line Item Billable Amounts.
sum(Line Item Billed Amount) - sum(Line Item Billable Amount)
Line Item is Hidden - If a time entry is linked to an existing invoice, it will not appear on the invoice and therefore is considered a hidden line item.
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
Invoice is Archived - True if invoice is archived, false if it is not.
Report Structure Overview
Line Item is Hidden Filter - Filtering out Line Items that are 'hidden' such as linked time to an invoice.
Invoice is Archived Filter - Filter showing that archived invoices are not included in the revenue totals.
Line Item ID - Unique identifier for each Line Item
Invoice Date - Date listed on the invoice.
Invoice Number - Unique Number for each Invoice
Client Name - Customer name
Team Member - Equivalent as Line Item Assignee
Service Item - Equivalent of Service Item Name
Hours - Equivalent of Time Entry Hours
Billable Amount - Equivalent of Line Item Billable Amount
Billed Amount - Equivalent of Line item Billed Amount
Adjustment - Line Item Billed Amount (-) Line Item Billable Amount
Billed Rate - Line Item Billed Amount/Time Entry Hours
Invoice Total - Includes all line item totals, discounts, and tax
Time Entry Notes - Commons on a time entry
Suggested Modifications: Only want to see invoices during a specific date range?
Hover over the column Daily Invoice Date and click on the ellipses that appears.
Select Filter.
You'll have two options to select from, a rolling date filter or a fixed point in time.
Select the option that fits your need and press Apply.
You'll see the date filter bubble at the top of your report.
Primary Use Case Scenario
An admin wants to review all issued invoices and can investigate client billing activity.
Actionable Insights
Allows firm leadership to audit billing practices, ensuring completeness and compliance and enables for accurate and up-to-date monitoring of invoicing activity across all clients.