Client Statement
The Client Statement report displays all open and outstanding invoices for a selected client. Outstanding balances are grouped by aging periods of 30, 60, or 90 days past the applicable net terms.
- Navigate to “Invoicing” > “Reports”
- Click “Client Statement”
- Select a client from the dropdown
- Click “Open Report”
Invoice Aging
The Invoice Aging report displays all clients and their associated projects with outstanding invoices. If a client has multiple project, each project is listed separately under the client name. Totals for all outstanding invoices are displayed at the end of the report.
- Navigate to “Invoicing” > “Reports”
- Click “Invoice Aging”
- Select the date you want to age invoices up to
- Click “Open Report”
Subconsultant Invoice Aging
The Subconsultant Invoice Aging report displays all outstanding invoices due from subconsultants. Invoices are grouped by subconsultant and then by the associated project. Totals for all outstanding subconsultant invoices are displayed at the end of the report
- Navigate to “Invoicing” > “Reports”
- Click “Subconsultant Invoice Aging”
- Select the date you want to age invoices up to
- Click “Open Report”
WIP Aging
The WIP Aging report displays all aging work in progress (WIP) by client and associated projects. WIP is broken down by employee on each project, providing detailed visibility into accumulated time and costs. Totals for all WIP amounts are displayed at the end of the report.
- Navigate to “Invoicing” > “Reports”
- Click “WIP Aging”
- Select the date you want to age WIP up to
- Click “Open Report”