Figure 5.1
Cloudbillz is dedicated to provide you a wealth of information that will lead your business in a smarter direction. Whenever you log in to Cloudbillz Dashboard will provide you a quick insight of your finances.
Check on the latest user activity in the system along with history of all user activates in the View Activity section. You can also check the last backup date to ensure that your data is backed up in a timely manner.
Figure 5.1
Figure 5.2
Review your income over six months, one year or a custom time period, view this data in charts to provide you with better insights. In case you are dealing with multiple currencies, you are able to see these figures in the same view.
Figure 5.3
Review the total amounts invoiced, total amounts paid and total amounts of outstanding invoices over the financial year. Change the currency to display figures for other currencies if you are dealing with multiple currencies. You can set the dates of your financial year from the general settings.
Figure 5.4
Review the total of approved quotations over time for multiple currencies in one single view.
Figure 5.5
Review the total expenses over time for multiple currencies in one single view.
Figure 5.6
Getter better over look of your Income Vs Expenditure with Cloudbillz, use the charts for a better understanding of the year to date total income vs expenditure for each month.
Figure 5.7
Generate report to show a list of outstanding invoices from each client and you will have the option to view those invoices separately in a single view.
Summary of projects completed, projects in progress and projects to be invoiced.
