Understanding the dashboard
The Overall Billing Dashboard offers an extensive analysis of the billed invoices for all projects within XPM. This powerful dashboard allows you to gain deeper insights by applying various filters to examine how billing is distributed across your firm.
Why is it important?
The Overall Billing Dashboard provides you the following relevant information:
Empowers you to identify key clients, thereby enhancing billing strategies, optimising resource allocation, and uncovering avenues for expansion.
Monitors billing trends over different time periods, such as monthly, quarterly, or annually. This historical data can be used for financial planning and forecasting.
Empowers your firm with the tools needed to analyse and strategise billing practices, fostering improved financial management and client relations.
Explore the Overall Billing dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
What are Disbursements?
Disbursements are Job Costs that can be billed to a client like subscriptions, registrations, etc. that are necessary for Job Completion.
What is Miscellaneous Billing?
Miscellaneous Billing refers to invoices that are not attached to a job. When looking at Team Member Billing, this also includes billing not attached to any WIP.
When an invoice is created for a job with multiple team members, how does XPM determine how much Billing goes to each Team Member?
For a job with timesheets from multiple team members, XPM determines the billing based on the WIP Contribution of each of the Team Members against how much that task is invoiced. For example, if the Team Member contributed 80% of the WIP of a job with one task, and that job was invoiced for $1,000 - then the team member will get $800 Billing.