Like a general ledger report showing invoice sales history for a date range broken down by cost matrix category. Shows income for each category.
To access this report go to Reports > Revenue and select the Sales (by Cost Matrix items) report.
You can run this report using the following criteria:
Client to Invoice
Note: When filtering by a date range, Streamtime will ask if you want to view the report based on the date the invoices were created (Invoiced) or the date the invoices are due.
How to view your report
You can choose to preview your report, print it, make a PDF or export your report to Excel so you can use the data to create your own reports.
The report is sorted first by cost matrix category (1) and then the tasks/materials within that category (2).
It also provides totals for each category (3) along with grand totals for each column in the report (4).
Categories & Tasks
The categories and tasks/materials are taken from the cost matrix items that appear on the invoices found.
Sales & Expense Codes
This number is the relevant sales or expense code for the item invoiced.
This is set against the item in the cost matrix for clients that use MYOB and Xero as their accounting package.
The quantity column shows the number of items invoiced for that task or material. If it's a time based item the number reflects the hours, and if it's a quantity based item it reflects the number of items.
This comes from the quantity and hours column from an invoice.
The invoiced column reflects the amount invoiced per task/material.
This comes from the invoiced column on an invoice.
Finally, each Category displays it’s percentage of the total revenue (in the report).