Skip to main content

How do I show accumulated figures in Billing Schedule Client?

Add accumulated rows under Summaries in the table, and select Accumulated in the chart to see accumulated production value, invoice amount, withheld amount and posted.

In Billing Schedule Client, add accumulated rows to the table under Summaries, and in the chart switch from Monthly to Accumulated. You then see accumulated production value, invoice amount, withheld amount and posted over time.

In the table

  1. Go to Billing Schedule Client.

  2. Click Summaries above the table.

  3. Select the accumulated rows you want to show, for example accumulated production value.

In the chart

  1. Select Accumulated instead of Monthly.

  2. Turn the series Acc. production value, Acc. invoice amount, Acc. withheld and Acc. posted on and off. Use Hide all or Show all to switch quickly.

Billing Schedule Client. 1: Export. 2: Summaries, where you show accumulated figures. 3: Filter.

Good to know

  • Production value and invoice amount come from the schedule you have entered, while posted is what has actually been recorded.

  • Enter monthly production in the schedule. AIMZ calculates the accumulated figures.

  • The comparison is only useful if the schedule has been updated after the latest revision.

Related questions

Did this answer your question?