Insights

Insights provides a consistent view of work and billing without a custom date picker. Owners and Admins can use it on Starter, Pro and Business. A Member’s money permission does not unlock workspace financial analytics.

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Activity uses a fixed yearly window. Earnings covers the last 12 months. Receivables and unbilled amounts describe today. Use Reports for arbitrary dates.

1. Select a client when investigating one customer.
2. Optionally select an entry author.
3. Compare worked, invoiced and collected amounts.
4. Review receivables and their age.
5. Find a client with unbilled work and prepare an invoice.

Invoiced amounts are allocated across the invoice’s inclusive service period. Collected amounts use the actual recorded payment date and amount. The charts can therefore differ even with the same invoices. Legacy invoices without a period fall back to their issue date.

An author filter is not personal billing

Selecting a member narrows activity, worked time and unbilled hourly entries. Invoices, payments, receivables, manual charges and fixed fees remain workspace-wide or client-wide. Captions identify this boundary; do not attribute a shared payment to the selected employee.

Unbilled amounts include eligible hourly work, due fixed milestones and charges. Future milestones remain upcoming. Fixed-project hours contribute duration without hourly revenue. The invoice action opens the client’s workspace invoice wizard, so review the resulting selection.

Your private planned-versus-actual comparison does not change financial actuals. After downgrade the underlying records remain, but paid Insights queries still require the current feature entitlement. Keeping data is not permanent access to every computed analytics section.