Billing Analytics

Go to Analytics, select Billing analytics.

1. Select the Report Type
   • Choose the appropriate report type from the dropdown list (e.g., Invoice Analytical).
2. Select the Financial Period
   • Define the desired financial period.
3. Select the Month
   • Choose the specific month for which you want to view the billing analytics.
4. Select the Invoice Type
   • Pick the invoice type from the dropdown list as required.
5. Click Submit
   • After entering all the necessary details, click the Submit button to generate the report.

Sample Invoice Analytics Report

Sample Managment Report– Consolidated Expense Type Report

Index

1. Financial Statement Summary
   Overview of the organization’s overall financial position during the reporting period.
2. Income Summary
   Breakdown of the income generated from various sources within the financial period.
3. Expense Summary
   Detailed analysis of expenses incurred, categorized by type, department, or project.
4. Credit Note
   Summary of all issued credit notes, including amounts and reasons for issuance.
5. Invoice Ageing
   Report showing outstanding invoices, categorized by the length of time they have been overdue.
6. Cash Flow
   Cash inflows and outflows across operating, investing, and financing activities, indicating liquidity status.
7. Profit Per Site
   Profitability analysis per operational site or location to measure individual site performance.
8. Contract Details
   Summary of active, pending, and completed contracts.
9. Payroll Summary
   Overview of payroll expenses including salaries, benefits, taxes, and other employee-related costs.
10. Client Feedback Summary
    Analysis and summary of feedback received from clients, categorized by satisfaction level, concerns, and suggestions.
11. A.I Observation
    Insights and observations generated by artificial intelligence, highlighting trends, anomalies, or recommendations for business improvement.