Reports and Excel export

What it is

Reports (in the menu, or the month heading on Today) is the score for a period: money in, invoiced, outstanding with the overdue share, estimates sent / won / lost with the win rate, jobs finished, the average paid job, what is on the calendar and leads waiting; money in by month for the last year; a table by client (paid, owes, estimate out); and where the work came from.

How to

• Pick the period at the top: this month, last month, 90 days, this year, all time.
• Tap a client row to open the job.
• Export to Excel downloads one workbook for the period with four sheets - Invoices, Payments, Estimates, Clients & jobs - ready for a bookkeeper or to import into QuickBooks.

Which plan

Every plan.

When it goes wrong

Money in counts payments you recorded on invoices, by the date you entered. If a month looks light, the payments were probably recorded under a different date, or an invoice was marked paid without a payment line - both are on the invoice sheet.