Online Tutorial for Data Analysis and Automation
Track Total Fees, Billable Hours, Effective Rate, and Total WIP across 5 analysis pages with slicer filtering, Engagement ID lookup, and a structured data sheet. Built for accounting firms, CPA practices, and professional services teams. $9.99 one-time, no subscription.
Track five billing KPIs (accuracy rate, billing errors, correct invoices, error correction time and rebill rate) with MTD and YTD comparisons against target and last year in Google Sheets.
Managing client billing and invoices effectively is vital for ensuring healthy cash flow and operational transparency. The Client Billing & Invoice Management Dashboard in Google Sheets provides a professional, ready-to-use solution to help businesses streamline billing processes, monitor payments, and analyze client trends — all in one dynamic, visual dashboard.Client Billing & Invoice Management Dashboard […]