Launch
Grant Thornton Professional services02893-01Solar Century Africa Energy engineering 73992-01
  1. Getting started
  2. The organization
  3. Project management
  4. Task management
  5. Budgeting
  6. Change management
  7. Resource allocation
  8. Time tracking
  9. Expenses
  10. Clients and invoicing
  11. Financials
  12. Leave tracking
  13. Real-time reporting
  14. Power AI
  15. Proposals
  16. Templates
  17. Integrations
  18. Vendors and invoicing
  19. Equipment
  20. Account settings
  21. Open API

Financial reports

Three views of the same money, from the plan down to the single transaction. All three are in the Financials tab of the Organization workspace.

Quarterly report

The business view of every project: planned and actual revenue, cost and margin by quarter, utilization of your people, and forecasts for the months ahead. It reads straight from project budgets, timesheets and invoices, so there is nothing to enter.

Use it to answer "are we on plan?". Use the P&L to answer "what did we book?".

P&L

The organization's profit and loss by month: revenue, cost of sales, gross profit, operating costs and operating profit. Lines follow your chart of accounts. Money that isn't coded yet shows under its kind, such as labour, expenses or vendor costs.

  • Revenue counts when a client invoice is sent.
  • Costs count when time, expenses and vendor invoices are approved. Time is costed at each person's cost rate.
  • Amounts are net of tax, in your organization's currency.

Pick a period from this month to last year, narrow it to a project or a client, and export it to Excel. Click any amount to open the transactions behind it.

Transactions

Every money event on the ledger, newest first: approved time, approved expenses and vendor invoices, and sent client invoices. The P&L is these rows added up.

You canHow it helps
Search and filterBy invoice number, PO, description, date range, project, client, vendor, person, account or cost center. Totals follow your filters.
GroupTotal by project, client, vendor, person, account, cost center, type or month, then drill in. This is your cost report.
Open itemsSee what is still owed, to you and by you.
Open the sourceAny row shows the invoice PDF, the receipts, the timesheet week or the export batch it was posted in.
CreateUse New to add a client invoice, purchase order or vendor invoice without leaving Financials.

Bright idea: If a number on the P&L looks wrong, click it. The transactions underneath usually show the cause in seconds, whether it's a missing account code, a late approval or an invoice in the wrong month.

Next steps

Set up your accounts so the P&L reads the way your accountant does.