Invoice Reports

Talenture RS provides focused revenue & invoice reports views in the Reports module to track and manage your invoicing process. Team Managers and accounting persons within the team can access these for managing the invoicing process and tracking revenue generation.

Specialized report views are available for viewing generated, invoices, payment collection status and revenue generation at team level.:

• Invoices Pending: Invoices still pending to be generated
• Generated Invoices: Shows dispatch with collection status
• Revenue Summary: These reports give a clear picture to the business owner regarding variation of revenues with respect to time duration, clients, teams etc. These can be summarized by client, client and requester etc.

All these report views are exportable to MS Excel using the Export option available in the views.

Common Tasks

1. Using Invoicing Views to manage Invoices
2. Get invoice collection report
3. Get a revenue generation summary report for the team

1. Using Invoicing Views to manage Invoices

You can use the Invoicing view provided in the Main Workbench to manage invoices.
- To view invoices pending generation, expand 'Invoices' data folder and click on 'Pending Invoices'.
- To view all generated invoices, expand 'Invoices' data folder and click on 'Generated Invoices'.
- To view all cancelled invoices, expand 'Invoices' data folder and click on 'Cancelled Invoices'.
- You can also export these views to MS Excel using the option 'Export All Items' from 'Tools' menu.

2. Get invoice collection report

- Point to the Modules Menu and select Reports. The Reports Navigator will open.
- In the Navigator under Team Management->Manual Reports, expand 'Invoicing Reports'.
- Click on 'Generated Invoices'. This will show all invoices generated for the team in the right-hand pane.
- You can also export this to MS Excel using the option 'Export All Items' from 'Tools' menu.

3. Get a revenue generation summary report for the team

- Point to the Modules Menu and select Reports. The Reports Navigator will open.
- In the Navigator under Team Management->Manual Reports, expand 'Revenue Summary'.
- Click on 'By Team & Job Owner'. This will show revenue generation break-up for all your team members in the right-hand pane.
- You can also export this to MS Excel using the option 'Export All Items' from 'Tools' menu.