Appearance
Reports and exports
The dashboard
The first screen after signing in, and it answers four questions rather than showing every number in the business.
Cash pipeline — what has been sent and not settled. Estimates out, invoices unpaid, and what is overdue. The question is "what is owed to me".
Needs you — work waiting on a person: time to approve, estimates with no answer, invoices past due. Everything on it is something somebody can act on today.
Hours this week, with eight weeks behind it. The series is computed every time, never snapshotted — so correcting an entry from three weeks ago changes the chart, as it should.
Activity — who did what, recently. What a colleague would want to know coming back from a week off. It is not the audit trail; that lives on each record and goes much deeper.
Plus your own tasks and the active jobs, with open-task counts.
The numbers on the sidebar are counts of work waiting on you, not totals. A 3 next to Time means three entries need your approval, not three entries exist.
Sales tax
Invoices → Sales tax report. Tax charged over a period, totalled by jurisdiction.
The jurisdiction and the rate are stored on each invoice rather than looked up when you run the report, so last quarter's figures keep their headings after somebody retypes the label on a job. Reprinting a two-year-old invoice shows what it said at the time.
It is a summary, not a return
SimpliWork tells you what you charged. What you owe, to whom, and by when is between you and your state — and what is taxable varies by state, by trade and by the kind of work. This is a starting point for your bookkeeper, not a filing.
Invoice aging
What is owed and how long it has been owed. The standard buckets, oldest first.
Invoices move to overdue on their own, overnight, once the due date passes — so the aging report reflects reality without anybody remembering to mark anything.
Exports
CSV, from the screen you are looking at. Four of them:
| Export | Holds |
|---|---|
| Time entries | Every hour, with what it was worth where you are allowed to see that |
| Invoices | One row per invoice — the shape a bookkeeper reconciles against a bank statement |
| Expenses | Amounts, categories, vendors, jobs |
| Invoice aging | What is owed, by age |
Filters apply. Export what you are looking at, not the whole table.
Numbers come out plain — no currency symbol, no thousands separator — because a spreadsheet should read them as numbers rather than as text you have to clean up.
Take one occasionally
Backups are our safeguard, not your archive. A CSV in your own storage is the copy that survives anything, including a decision of yours. It takes ten seconds.
What is not here yet
Profit by job, labour utilisation and payroll reporting are not built. The raw material is all there — hours, costs, markups — and the reports are planned rather than pending.
If a number matters to you and is not on this page, say so. It is a much better use of a support email than most.