Your reports dashboard is a simple way to monitor the billable hours for hourly contracts and escrow payments. The dashboard also gives you insights into your team’s work activities.
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Types of reports
Types of dashboard payment reports on Cad Crowd:
Type of report | About | |
Weekly billing report | Your weekly billing report dashboard summarizes expenses for hourly contracts and escrow payments for fixed-rate jobs. | |
Weekly email billing report | Your weekly billing email summarizes highlights payments for hourly jobs and fixed-rate contracts. | |
Transaction history | A history of your payments on the Cad Crowd platform that is downloadable in a variety of formats for your accounting and taxes(.csv/.pdf). | |
Timesheets by experts | The expert timesheets show a breakdown of weekly payments and work activity descriptions. |
How to view your payment reports
You can use the billing reports dashboard, weekly email, and Work Journal timesheets to stay up-to-date on your contracts. Remember that speaking regularly with your experts is the most important way to measure the progress of your jobs.
Tips for reports:
- Visit your transactions page and payment report dashboard to view the history of your job contracts.
- Most payment reports require an open job contract to display correctly.
- The payment report dashboard may take an hour to update manual time entries and hourly timesheets for your job contracts.