Statement of Activity – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Tue, 09 Oct 2018 10:31:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Statement of Activity https://zistemo.com/knowledge-base/content/invoices-vs-expenses-report/ Wed, 18 May 2016 08:26:09 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=700 If you want to compare all or a part of your invoices and expenses for a specific client or time frame, zistemo has the ‘Statement of Activity’ Report. You can access it by going to ‘Reporting’ ➝ ‘Client reports’➝ ‘Statement of Activity’.

At first, you will get an overview of all invoices and expenses. Furthermore, you can add multiple filters, including:

*Date range – you can pick a predefined one (such as today, this week, this month, this quarter, this year/yesterday, the previous week, previous month, the previous quarter, previous year) or you can custom your own date range;
*Clients – all clients or just a specific client of your choice;
*Invoice status – either all invoices or invoices with a precise status such as a draft, sent, viewed, disputed, paid, overdue, partial;
*Projects;
*Expense status (billed, unbilled, non-billable).

Within seconds, you’ll get a clear financial overview based on your invoices and expenses which will help you make better business decisions.

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