In the Invoices module, under 'To be invoiced,' you can see what has been ready for invoicing for a long time.
This is shown in the 'Oldest ready for invoicing' column. This column tracks the oldest item for each project that is marked 'Ready' but has not yet been invoiced.
As with many pages in Simplicate, you can enable or disable several KPIs via Options > Display. There is a KPI 'Age to be invoiced' that is broken down into:
Hours
Kilometers
Fixed Price
Terms
Advance
Using the date filter on the right side, you can select a period, and based on that selection, the overview of the invoice lines and the KPI will be filtered for the chosen period.
Date filter
With the date filter, you have the option to filter on ‘Oldest ready for invoicing.’ You always select a period in steps of months. For example, you can filter on all proposals from 01-01-2024 to 31-01-2024 and extend this to the end of the next month (29-02-2024). However, it is not possible to filter, for example, up to 16-02-2024, as you must always select whole months in the filtering.
This date filter provides insight into which projects still have 'Ready' items open during a certain period. This period is always in the past.
Note: When you filter by a period, the projects you see contain at least one underlying item that falls within the filtered period. The specific items are not filtered out.
Example: You have recorded hours in March, April, and May, and you filter on the month of 'March'. You will then see projects with items from March in the filtering. When you click through, you will also see the hours recorded in April and May. However, since one of these hour records is from the March period, this project appears in the filter. The filtering is done only at the project level, not at the item level.