InvoiceBerry Blog

Our thoughts & tips on small businesses, freelancers and sole traders

Check your company’s performance and cash flow daily

Written by on April 28, 2014
Performance report shows cash flow of company
Performance report shows cash flow of company

We’ve updated our reports page to include a new kind of report.

Now you can go to the REPORTS page and select the Performance report to view your company’s cash flow over a specified date range.┬áIf you are using Invoiceberry to send invoices and keep track of multiple currencies you can also select in which currency you want to create the report.

 

Click on Performance to open the cash flow reports
Click on Performance to open the cash flow reports

You will see the invoices your company has billed for, the money which your company received and the expenses you’ve entered. This will calculate your company’s cash flow for you.

Everything is presented in a clean table on a monthly basis. You can also print the report or export the performance report to Excel or PDF.

Topics: InvoiceBerry

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  • Hello Katie,

    I assume you want to generate an expenses report since you are talking about vendors? If so, click on REPORTS and then on EXPENSES. There you can group your report by VENDORS.

    If you want to generate an income/invoices report for a specific client you can click on REPORTS and then select the date range and the client (default: ALL CLIENTS) you want to create the report for.

    If you have any further questions you can simply drop us an email at team@invoiceberry.com

    Thanks!

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