Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Finance team, principals
Dashboard Explained
Bills by supplier, project, and status, with client invoice linkage. Bills Analysis shows the value and payment status of supplier bills, and whether each bill has been passed on to the client via invoice.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Bills Analysis to check which supplier bills are unpaid and whether they've already been invoiced on to the client. Sort by Bill Due Date to prioritise upcoming payments. Use Is Invoiced To Client and Is Client Invoice Paid together to confirm a bill has been fully recovered from the client before it's paid to the supplier.
Understanding your data
Key Fields | How it's Calculated |
Bills Total Ex Tax | Total value of bills, excluding tax |
Bills Total Ex Tax | Unpaid | Same, for unpaid bills only |
Bills by Slice | Bills Total Ex Tax and Unpaid, broken out by the selected Slice By dimension |
Bills by Month per Bill Status | Bills Total Ex Tax, split by Bill Status, trended monthly |
Bills table | Bill Date, Bill Due Date, Bill Number, Bill Status, Total Ex Tax, Total Inc Tax, Total Inc Tax (Unpaid), Client Invoice Number, Invoiced To Client Date, Is Client Invoice Paid, Is Invoiced To Client, Expense Type Name, Line Description, Supplier Name, Project, Purchase Order Number — one row per bill |
Visuals
Bills Total Ex Tax & Unpaid by Slice (bar)
Bills Total Ex Tax by Month per Bill Status (column chart)
Bills table (flat list, one row per bill)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Account Manager: filter by Account Manager
Project Director: filter by Project Director
Primary Contact Name: filter by primary contact
Project Salesperson: filter by salesperson
Supplier Name: filter by supplier
Bill Status: filter by bill status
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Which Date: changes which date field the page is calculated against
Units / Thousands / Millions: switches the value scale used across the page