Accounting

Accounting of Service providers

Service provider revenue

If the organization is service provider, then it is possible to check the amount of revenue of a running month. To do that, open the organization dashboard, choose "Service provider" view and then dashboard opens. There you will see the total amount of estimated revenue and also 11 previous months.

By clicking on "Active clients" on the left, it's possible to see more detailed information about clients and amounts.

Invoices

Waldur provides a convenient way to see the invoices issued to the organization. Open the organization dashboard and select “Accounting” from the top menu and then “Invoices”. Now you’re able to see all invoices issued to the organization.

Invoices’ information can be downloaded in different formats as well.

Estimated cost

Estimated cost of a running month can be seen from the same view as invoices. By default, it shows top 4 projects with the highest cost. By clicking “Details”, you are able to see all projects with estimated costs.