The report gives you a clear view of your finances across a sin­gle finan­cial year, includ­ing past and future peri­ods. Its pur­pose is sim­ple: to help you con­trol rev­enue recog­ni­tion for each job, so you can accu­rate­ly track actu­al rev­enue, cost, and con­tri­bu­tion through­out the year.

You can group, fil­ter, and sum­marise jobs in dif­fer­ent views to access exact­ly the infor­ma­tion you need. waya­head cal­cu­lates month­ly rev­enue — past and future — based on job plans, com­plet­ed tasks, and time entries in Stream­time. From there, you can enter recog­nised val­ues as accru­als and defer­rals against sales invoic­es and expens­es, giv­ing you a com­plete overview all your finances across the finan­cial year.

Unlike spread­sheets, waya­head stays in con­stant sync with Stream­time and can also pull in data from oth­er sources, such as the Fore­cast Report and the Over­ser­vice Report, mak­ing it a tru­ly inte­grat­ed solution.

In the details pan­el, job finances are sum­marised and chart­ed in a vari­ety of ways. Using time entries, the job plan, and item com­ple­tion dates, waya­head cal­cu­lates exact­ly how much should be recog­nised on the job each month. Val­ues can then be eas­i­ly added to the cor­re­spond­ing invoic­es or expens­es until the entire job is ful­ly recognised.

You can tog­gle the view between month­ly totals and cumu­la­tive totals, while built-in automa­tions for copy­ing and cal­cu­lat­ing data help you enter the right num­bers quick­ly and easily.