Finance Report

The Finance Report section provides a comprehensive overview of the financial activities within the system for a specified duration. Users can filter the report based on clients and projects to analyze earnings effectively. Key features include:

• Duration Selection: Users can set a date range to review financial data within specific periods.

• Total Earnings Display: This section shows the cumulative earnings for the selected duration, providing immediate insight into financial performance.

• Project Overview: A detailed table lists all projects along with their associated invoices, amounts, and payment statuses. This helps users track which invoices have been paid and which are still outstanding.

• Invoice Information: For each project, the report displays relevant details, including the invoice number, amount in both the original currency and Euros, the date of payment, and the current status of each invoice.

• Actionable Insights: Users can identify trends in income and track payment statuses to optimize financial management and client follow-ups.

This structured approach enables users to maintain clear visibility over their financial operations, ensuring informed decision-making and effective management of financial resources.