BillGrid

Features / Dashboard and reports

See where things stand.
Find the figures behind them.

Start with today's work and outstanding invoices. Open a report when you need the detail behind a balance, a client's revenue or the hours your team logged.

  1. 01 / CHECK

    Start with the overview.

    Open Home for My tasks, recent activity and, with money access, financial totals and outstanding invoices.

  2. 02 / INVESTIGATE

    Choose the question.

    Open Reports in the sidebar. Choose a summary for the totals or a detailed report for individual records.

  3. 03 / TAKE AWAY

    Keep the right detail.

    Set the report's filters, check its results, then download CSV or Excel for further analysis.

Your daily starting point

Work to do. Money to follow up.

The financial picture.

Invoiced, Collected, Overdue and Expenses sit above outstanding invoices. Use the invoice list to investigate what remains unpaid; collected money and invoiced money answer different questions.

The work behind it.

My tasks and recent activity keep the day's work nearby. What appears follows your permissions: work-only staff have no financial cards; staff who see money see figures over their assigned clients.

Understand staff access.

Six ways to look closer

Choose the report for the question.

Profit and Loss.

Received revenue less recorded expenses, by currency. Unpaid invoices do not become revenue just because you sent them.

Payment Summary.

Trace payments by client, invoice, method and date. Use it to review money received during a period.

Client Revenue.

Compare billed, outstanding or paid amounts month by month for a selected year.

Invoice Details.

Review invoice lines, tax, payments and balance due when a summary needs explaining.

Expense Details.

See expenses grouped by client, with client totals and a grand total.

Timesheet Details.

Review time entries grouped by client and team member, with hours totals.

Read the basis, then the number

Billed is not
the same as received.

Profit and Loss uses cash-basis revenue, excluding collected tax. Expenses follow their recorded dates. Paid late fees appear separately under Revenue; each currency has its own totals.

Illustrative example / one currency / no tax$2,000 invoiced. $1,200 received.

With $300 in recorded expenses during the period, Profit and Loss shows $900 profit. The unpaid $800 is not received revenue.

Example figures for one period and currency.

Make the scope explicit

Filter first. Export second.

Filters vary by report: date range and client where offered; year and billed, outstanding or paid view for Client Revenue. Payment Summary, Client Revenue and Invoice Details also offer a Business filter when you have several businesses. CSV and Excel follow the selected filters.

Good to know.

Read the reports guide
Does archiving change my history?

Reports include archived clients and projects. Deleted expenses and recurring invoice templates are excluded; the invoices created from those schedules are records in their own right.

Can staff open reports?

People who see money can open all six reports, limited to clients they can reach. Handling money is not required just to read a report.

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