- 20 Jun 2023
- 1 Minute to read
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JLD01: Finance
- Updated on 20 Jun 2023
- 1 Minute to read
- Print
- PDF
● Overall Dashboard Filter - 365 days before and after today’s date, based on Invoice Date Raised.
● Filters available:
○ Invoice Date Raised
○ Customer
○ Site
● Approved/Draft Invoices - Clustered graphical representation of Approved vs Draft invoices count.
● Payment Status - Clustered graphical representation of Paid vs Unpaid invoices count based on the respective payment status.
● Overdue Invoices - Doughnut graphical representation of Paid vs Unpaid invoices count.
● Invoices by value - Pie graphical representation of invoice count where the total invoice amount is less than £1000, Invoice amount between £1,000 and £10,000 and greater than £10,000 with its respective overall percentage.
● Invoice by Trade - Clustered graphical representation of Invoice gross sum based on trades.
● Invoices by Area - Pie graphical representation of Invoice count based on Areas.
● Invoice Summary Table - Per invoice details based on filters applied. The data in this table can be downloaded, further filters can be applied on exported data.