Financial Overview

DR

Financial overview

Billing work queues and QuickBooks insight for 08/01/2026 – 08/12/2026 — read only, with QuickBooks as the financial system of record.

Go to invoicing

Page 1 / 1

Work delivered with no invoice raised — the revenue leak queue. Nothing on this page is edited here — open a record to act on it.

Open work queues list every outstanding record; revenue, paid and completed-not-invoiced figures respect the selected date range.

Revenue over time

Invoiced revenue inside the selected range

Outstanding balance by age

Unpaid balance on sent invoices, bucketed by days past due

Revenue by customer

Top customers by invoiced revenue in range

Revenue by job type

Where the invoiced revenue came from

Billing cycle time

Average days from job completion to invoice sent

Financial insight — QuickBooks

Read directly from the connected company file