The Billing dashboard
The Billing dashboard in todo.vu allows admin users to review priority and client-specific time billing data.
It is also via this dashboard where you can create billing reports for your clients.
In this article, you’ll learn how to view and interpret the data on your Billing dashboard.
To learn more about time billing in todo.vu, please see our ‘About time billing‘ Help article. Or, for a step-by-step guide on creating a detailed billing report for a client, visit our Help article here.
Note
Only administrator users and workspace owners can access the Billing dashboard.
Accessing the Billing dashboard
To navigate to the Billing dashboard, select Billing from the left-hand sidebar of your workspace.
Data on the Billing dashboard
On your Billing dashboard, you will see a visual overview of your business’ time billing data in todo.vu.
The data on this page includes:
- A timeline showcasing the billing status of your time billing data.
- A donut chart and table representing top clients with the highest unbilled time/unbilled billing value.
- A table of draft bills.
- A table of top clients sorted in descending order based on time or monetary value, with the highest value client at the top.
On the left side of the dashboard, you’ll see a list of your clients. Selecting a client opens their billing profile, displaying an ‘Unbilled time and charges’ page with all unbilled hours logged to that client by default. You will use this area to create billing reports for clients; learn how here.
Customise data display (time or billing values)
You can choose whether the data on your Billing dashboard is displayed in time or billing values.
By default, you will see time data across the dashboard. To see your data in billing values instead, simply select the currency symbol (next to the clock symbol) in the top right-hand side of the dashboard.
When you change your view, it applies to the data across the entire billing dashboard only and remains in place, even if you log out of todo.vu, until you change it again.
Note that this setting does not apply to data within clients’ billing profiles.
The Billing timeline
The first graph at the top of your Billing dashboard is the Billing timeline. This graph charts the billing status of your tracked time or time billing values, depending on your chosen view, from the first time you started using todo.vu.
You will notice various colours in the chart.
The colours represent:
- Green: Billed time
- Blue: Unbilled time
- Red: Draft billed time
- Purple: Non-billable time.
Learn more about todo.vu’s billing statuses here.
Navigating the chart:
Use the plus/minus (+)/(-) icons to zoom in and out on the graph, extending the timeline view. Or, click your mouse and drag it right or left across the timeline to move up and down the timeline.
Unbilled time/value
Beneath the Billing timeline, you will see your business’ unbilled time/unbilled billing value per client, represented in a donut chart.
This visual is designed to give you a quick overview of the client work you have yet to bill for, allowing you to easily identify which clients have the most unbilled time or billing value.
You can delve deeper into this data with just a few clicks, like so:
Select a wedge in the graph, which is connected by colour and number to a client in the client list. Or, select a client from the list. This will update the graph and list to display top projects for that client (Projects with the highest unbilled time/value).
Then, click on any project in the list, or wedge in the graph, to update the graph to display top tasks for that project.
Drilling down even further, you can then select any task in the list, or wedge in the graph, to update the graph to display top users for that task.
Then, selecting a user, you can see exactly how much unbilled time they have logged for that selected task.
Use the breadcrumbs above the graph to reset the graph or return to any view. Or, click the centre of the pie graph to go back one view.
You can also go directly to a client, project or a task, or to a client’s ‘Unbilled time and charges’ page, from this graph; simply select the dynamic links beneath the graph that update as you navigate through different views.
Draft bills and Top clients
Below your ‘Unbilled time/Unbilled value’ graph, you will see a column with your ‘Draft bills’ and a column with data on your ‘Top clients’.
These are quick reference tools. ‘Draft bills’ reminds you of any outstanding billing reports which have not yet been published, and ‘Top clients’ gives you an easy overview of which client/s have accrued the most time or billing value over the past 12 months.
READ NEXT:
Understand and configure your time billing settings. Read here >>