Percentage (number) of Invoices With Different Statuses

Percentage (number) of Invoices With Different Statuses

Percentage (Number) of invoices with different statuses is a key performance indicator that shows the percentage % and the amount of tasks associated with the invoices in different statuses: outstanding, payable, invoices requiring special payment, invoices under query, low value and electronic invoices and so on.

This KPI helps to perform your work more productively tracking the status of each invoice/task.

If you need to calculate the percentage (number) of invoices with different statuses, please follow the steps below:

• Create custom workflow with the invoice statuses



• If you need to view the percentage % or number of invoices with different statuses per particular project, filter your to-do list by task group with project tasks.

 

• If you need to view the percentage % or number of invoices with different statuses per some time span, please set the appropriate filters on Task List – Filters panel



To view the percentage % of invoices with different statuses please do the following:

• to group tasks by Status drag and drop column header "Status" to the top of your task list



• go to Charts panel and select the required diagram type, for example, "Pie diagram"



To view the number of invoices with different statuses please do the following:

• Set filter by Status of invoice: Outstanding, Payable, Invoices requiring special payment, Invoices under query, etc.



• to set footer to display the number of invoices with different statuses for a given project or to-do list right click under column "Status" and select "Count"



Alternatively you can view the number of invoices with different statuses if you group task list by column "Status" and click "Expand All" button