The Company Balance Report shows the total balance owed by each of your companies, which includes open charges that have not yet been invoiced and unpaid charges that have been invoiced. For more information about using reports, see Reports.
To view the Company Balance Report, select Reports > Income and select the report from the drop-down menu
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Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Use reports from your accounting software for reporting purposes. Reports in Kube are for reference purposes only.
Company Balance Report
The Company Balance Report lists the amount each of your companies owes you, broken down by open charges and unpaid invoice charges. Open charges, unpaid invoice charges, and total company amount owed all total for all companies at the bottom of the report in the Grand Total row. The total amount owed by each company totals in the Total column at the far right of the report.
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To see a company's open charges, visit the Open Charges screen. For more information, see Reviewing and editing charge information.
To see a company's unpaid invoice charges, visit the Approved Invoices screen. For more information, Reviewing and emailing an approved invoice.
The following graphic shows an example of the Company Balance Report screen:
