Reports and finance

Both screens need a single workspace. Reports needs Reports: View. Finance needs Finance & rates: Operate (owners/admins). Invoices need Invoices: Operate. Members and viewers typically cannot open Finance.

Reports

1. Open Reports.
2. Pick a date range (presets or from/to).
3. Switch By project or By client.
4. Read the summary KPIs, trend, and breakdown (revenue, cost, profit).

Amounts use the workspace Reporting currency.

Finance settings

Open Finance from the account menu or Workspace → Finance.

Organization defaults

• Reporting currency
• Default bill rate / hour and default cost rate
• Save the defaults

Employees cannot change their own cost or the org bill rate.

Invoice letterhead

Optional business address, tax ID, and footer shown on public invoices.

Member cost rates

Set per-member cost for staffing profit. Used with project bill rates on time.

Exchange rates

Reports fetch market rates for the work date when a project bills in another currency than the workspace reporting currency.

On Finance you can still pin a currency, refresh cached rates from the market, or override a rate.

Legacy time pricing

If older entries have no rate snapshot — including time approved before defaults were saved — use this section to price unpriced hours from organization defaults.

Project-level billing type and rates live on the project’s Financial settings tab.

Invoices

1. Open Invoices.
2. Create a blank draft, or Generate from time for a client and date range (approved, billable, not already invoiced). Hourly lines use the organization default bill rate unless the project overrides it. Fixed-price projects bill remaining progress against quoted hours.
3. Charge rates can stay in USD or SGD while the invoice is in AED or INR. Set Invoice currency on the client (or a project override). Generate converts with Finance FX rates and prints the original amount, rate, and date on each line.
4. Edit line items while the invoice is a draft.
5. Send marks it sent and emails the client’s billing email a link to /i/... (printable in the browser).
6. Record partial payments until the balance is zero (status becomes paid).
7. Void releases linked time so it can be billed again.

Client portal users see sent/paid invoices on Home and under Invoices.