Step by step
Click on the "Finances" sidebar menu
From the "Invoices" tab, click on the "Filters" button
Apply filters as needed to adjust the view according to your search
The main view of the finance module allows you, with just a few filters, to visualize the billing status of your office.
For example, you can know the total amount remaining to be invoiced, the amount already invoiced, unpaid invoices, etc. All these elements can be sorted by week, month, quarter, or year.
In the "Profitability" tab, you can also visualize the financial results per project. You can find more information on profitability in this article: Calculate the profitability of your phases and projects with Pluriell.