Reports

View monthly costs

Open Reports, choose a period, and group by Type, Department, Project, Source, or your custom category. The chart shows one bar per month, stacked by group, and the table below lists totals per collection source. Department and custom options appear when the workspace has those choices.

Reports use the invoice date. Choose up to 24 months at a time. For a collection exceeding 10,000 invoices in that period, choose a shorter range.

How totals are calculated

• Supplier splits are applied before costs are added to each group.
• Credit notes reduce costs. Set the document type correctly in the invoice review.
• Each currency is reported separately. kvitr does not convert currencies or combine them into a single total.
• A cost needs a supplier, valid invoice date, total, and currency to enter report totals. Complete missing fields when the report asks for review.
• Reports can take up to a minute to refresh. Choose Refresh to load the latest saved values.

Rebilling was retired

The To invoice list was removed on September 7, 2026. Group Reports by Project to see the costs that belong to a client.

What the reports cover

Reports describe collected invoices. They do not reconcile a bank account, establish whether a supplier has been paid, or calculate a VAT return.

Rhythm is shown as Unknown because there is no connected bank feed to determine monthly, yearly, or one-off payments. Invoice dates alone are not treated as proof of recurrence.