![]() Small businesses or freelancers who want powerful expense-tracking features for free. For more functionality, you’re looking at $3 to $12 per user, per month, which is more budget-friendly than many of the other leading providers. You can take advantage of all of this for free if you don’t mind having a 5 GB limit on receipt storage, 20 receipt auto scans per month and three users. With all of the expense data Zoho collects, it can create more than 25 reports based on your spending, travel, credit cards and more to help you stay up to date with all expenses. ![]() There’s also automated credit and corporate card reconciliation so that your purchases are categorized right away. Purchase requests help you keep track of preapproved spending while direct deposit reimbursements keep your employees happy. Automated expense reporting lets employees submit their expenses on the go to help simplify approvals. For example, click on Status = Past Due, to see only invoices that are past due.Zoho Expense has everything your burgeoning business will need to keep track of expenses-all without going over budget. One can use this feature to easily target selective invoices. The invoice table will be filtered as well. Slicers allow filtering of Table and calculated metrics These metrics can be easily filtered using the 3 Slicers provided. Payments that are expected in the next 7 days (including today) and next 30 days (including today) will be displayed. Accounts Receivable (A/R) aging breakdown is also provided.Įxpecting Payments: Expecting Payments in Next 7 and Next 30 days Number of Past due (Due Date is in the Past ) invoices will be shown along with outstanding amount due. Past Due Invoices: Past Due Invoices and A/R Aging Report Invoice Tracker Spreadsheet – Current Invoices and Invoice Amount Number of current (Due Date is in the future) invoices will be shown along with outstanding amount due. Invoice Tracker Template – Summary Metrics – Dashboard View This will update instantly as you add more invoices to the table. The top of the Invoices sheet will present the summary in a dashboard as shown below. Selected: This will display 1 if the record (or row) is not filtered by the slicers. Past Due Age: If the Status is ‘Past Due’, then this represents the aging bucket (1 – 30 Days, 31 – 60 Days, 61 – 90 Days, 91+ Days). Error Validations – Invoice Tracker – Missing Due Date Rows with errors will be highlighted with a red border for your assistance. Note: Error rows are not used in calculation of metrics. OVERPAID: If Outstanding Amount Invoice Amount).PAST DUE: If Outstanding Amount is 0 and Due Date = Today.DUE TODAY: If Outstanding Amount > 0 and Due Date = Today.Also, when Due Date 0 and Due Date > Today (not due yet) ‘ERROR”, when at least one of the fields Invoice Amount, Invoice Date, Due Date is left blank.Status: There are five possible values for Status. Outstanding Amount: This is calculated as Invoice Amount – Paid Amount When Customer makes payment, enter it in Paid Amount column.Enter Invoice Number, Customer, Invoice Date, Due Date and Invoice Amount.(If you are new to Excel Tables, please read this article on data entry) Enter each invoice in the Invoice table beginning from row 15.Premium Attendance Report (Google Sheet)ĭATA ENTRY Invoice Data Entered in Invoice Tracker Excel Template.Group Shared Expense Calculator (Excel).2023 Free Google Sheet Calendar (Any Year).2024/2023 Premium Google Sheets Calendar.Fitness & Weight Loss Tracker Excel Template.RSI Relative Strength Index (Google Sheet).Exponential Moving Average Crossover (Excel).India Stock Market Tracker (Google Sheet).Simple Moving Average Screener (Google Sheet).Stock Price Analysis Chart (Google Sheets).Kanban Board Task Tracker (Google Sheet).Resource Capacity Planner (Google Sheet).Rental Inventory Tracker (Google Sheet).Manufacturing Inventory Tracker (Google Sheet)).Manufacturing Inventory Tracker (Excel).Inventory and Sales Manager (Google Sheet).Retail Inventory Tracker (Google Sheet).Retail Business Manager Pro (Google Sheets).Manufacturing Business Manager (Google Sheet).Small Business Finance Manager (Google Sheet).Employee Net Promoter Score (Google Sheets).Employee Annual Bonus Planner (Power BI).Employee Annual Bonus Planner (Google Sheet).Salary Structure Calculator (Google Sheet).PTO Balance for Salaried (Google Sheet).PTO Manager for Salaried (Google Sheet). ![]()
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