Income Report in IntoAEC
Managing project finances efficiently is crucial for any business. The Income Report in IntoAEC provides a comprehensive overview of all income-related transactions, including invoices, payments received, and outstanding balances. Users can leverage filters to refine data, analyze financial trends, and export reports for further review.
Accessing the Income Report
Go to the Reports section in the IntoAEC dashboard.
Select Income Report to view all income details.
Applying Filters
To narrow down income records, use the available filters:
Project Name – Select a project to view related transactions.
Created Between – Filter invoices based on their creation date.
Due Between – Show invoices by due date.
Status – Filter by invoice status (Paid, Pending, Overdue).
After selecting the filters, click Apply to refine results or Clear to reset all selections.
Dashboard Metrics
The dashboard provides a financial summary with key metrics:
Total Amount – The total invoiced amount across projects.
Total Amount Received – The total payments collected.
Total Balance Amount – The pending amount yet to be received.
These figures help users assess financial performance at a glance.
Viewing Income Details
The Income Report Table provides a detailed breakdown of invoices and payments, including:
Project Name – The associated project.
Invoice Serial – The unique invoice identifier.
Invoice Schedule Amount – The total amount scheduled for the invoice.
Due Date – The payment due date.
Pending Amount – The outstanding balance on the invoice.
Received Amount – The amount received from the client.
Status – The current status of the invoice (Paid, Pending, Overdue).
Created On – The date the invoice was generated.
Bulk Actions & Exporting
Bulk Actions
Users can manage multiple invoices at once using the bulk selection feature:
Select multiple income records to perform bulk updates or actions.
Easily organize and manage multiple transactions efficiently.
Exporting Data
Users can export financial records for further analysis:
Download the Income Report in Excel format.
Use the exported data for financial audits, forecasting, and reporting.
How to Configure Income Report Automation in IntoAEC
Set it once, and let the numbers come in automatically.
Use the steps below to configure Income Report Automation using the Configure Report Automation icon:
Open the Configure Report Automation Popup
Click the Configure Report Automation icon to bring up the Income Report Automation popup.
Select Report Recipients
From the Send To dropdown, choose the users who should receive the automated income reports.
Define Report Timing
Use the Generate Report dropdown to specify how often you'd like to send the income reports:
Daily (default)-Reports are created within one hour after the scheduled time.
Example: If the report is set for 6:00 PM, it will be generated between 6:00 PM and 6:59 PM.Weekly – A report summarizing the current week is generated and sent at the same time and day the following week.
Monthly – A monthly summary will be delivered on the same day and time next month.
Choose the Start Date and Time
Set the Start Date and Start Time for when automation should begin.
Note-Make sure a Start Time is selected without it, reports won’t be triggered.
Save or Cancel Your Setup
Click Save to activate your income report automation, or Cancel to discard your changes.The Income Report in IntoAEC serves as a vital tool for tracking and managing project revenue. With detailed financial insights, filtering options, and export capabilities, users can efficiently monitor their income flow and make informed decisions.
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