Updates to the Finance report (April 2026)

The report has a new Display panel to group all the display options, replacing the old dropdown selections (for view and summary modes).

Display your jobs in row group mode, by job status, client name, job lead, or your own custom list of job labels. This last option could for instance allow you to group all regular projects, all retainer jobs and pipeline jobs under different headings.

When you click a group name, all the jobs in that group will collapse. Option-click will make all groups collapse at once.

You can now display the main list as numbers, like in the old version, but you can also choose to view pills, like in the Forecast report. The view mode allows you to choose between sales pills only, cost pills only or both sales and cost pills.

You can now choose what period the main job totals apply to. In the old version, the job's invoiced, forecasted, recognised and variance values always applied to the entire job. Now you can choose to only see the totals for the current financial year or the current financial year to date:

New shortcuts were introduced so you can work faster. There are options to toggle the views, but also to navigate to the previous or next job.

All shortcuts are listed in the new Shortcuts panel.

The job details got a complete overhaul, with more insightful details on the job's work in progress.
Above your related invoices and expenses, it will now list the job plan details with phases and items. The list is nicely grouped in 3 main categories, job values, related sales and related costs, each of which can be collapsed.

You can view the job plan details as logged time, planned time or WIP value. The WIP value equals the value delivered each month. It is calculated based on logged value and completed items, taking into account over servicing. In essence, the WIP value is how much we want to recognise against our invoices for that month.
Use shortcuts 'w', 'p' or 'l' to switch the monthly totals quickly between the 3 categories.

At the top of the table, you'll find toggles to see monthly or accumulative totals. Accumulative means wayahead adds up the monthly values up to each month, so you can tell exactly what the WIP value was up to any given month and you can easily compare it to the billing or revenue value to that same month.

To help you compare, wayahead doesn't just show the totals for each of the three main categories (job plan, sales cost) but there is also an additional WIP vs Finances, where you can compare the total WIP value with billing and with revenue, making it easy to work out if you're ahead or behind.
In this summary the tooltip shows the total WIP Value (time + expenses) comparing it to billings or revenue and showing you the variance. In the example below, we have recognised €437 less than the value produced to date.

In the job details you can now enter accruals and deferrals against Forecast pills as well as invoices and expenses.
Of course the danger is that someone deletes these forecast pills in the Forecast report, not realising it had accruals or deferrals against it in the Finance report. If that happens, the user will see a warning. If they are a finance administrator it will ask if they really want to delete the forecast along with all the accruals and deferrals. Otherwise it won't be possible to delete the pill.

Improvements to the filter panel: in the old version it was always visible while filters were applied. Now you can toggle it open or closed (shortcut: f)

The browser's back button was re-wired to make sure you navigate back from the job details to the jobs list instead of the previous browser page. This stops this frustrating thing where you have to load all data over again if you accidentally press the wrong button!

The same thing goes for the horizontal scrolling. Your browser may interpret horizontal scrolling to the left as a command to go to the previous page. Very frustrating on a page that has numbers listed horizontally in a table. The app won't navigate away anymore if you use horizontal scrolling on a table.

Improvements to the table sorting options: Before it was using 'asc', 'desc', 'unsorted', which made no sense at all. Now it just toggles between ascending and descending, as you would expect.

wayahead will also remember the user's last view options, including sorting. So the next time you reload the report, it will just display in the same way as last time.

There is a new option to control how sorting on the job column works: It used to be locked in to the creation date of the job. Now you can choose whether it works on creation date, job number, job name, client name or job status.

You can now see and edit the Streamtime activity log both from the list view and from the detail view. In the job details, you'll see the comments icon appear as you hover over each job row. In the details, you'll find it in the job header.
If you add comments in wayahead, they will automatically appear in the Streamtime activity panel.

In the job details, you can click on most of the numbers in the job relations list (work in progress details, invoices, expenses). Clicking them will copy their value into the clipboard.
Using the clipboard helper above the list, you can also turn on + or -. When you do this, wayahead will add up all the values you click on so you can work out the total without having to whip out your calculator! You can also type calculations in the clipboard helper and wayahead will automatically calculate the total for you AND copy the result to your clipboard, ready to paste as a new value in a field.

If an expense or invoice has a different currency from the job, you can specify the job’s currency to enter the recognised value in the job’s currency. E.g. Job is USD, invoice is GBP. If I enter 1000 for revrec, that’s 1000 GBP. But if I type “1000USD”, it will register as 750GBP recognised on the job instead.

In the view options, you can choose to show the job header (and charts) above the job relations or below and you can even choose not to render it at all, so you can focus on the parts of the page that are most important to you.

Last but not least, there is a new PDF output option to export the jobs list for PDF/print. The output will only include found jobs currently displayed in the list and it will use the current display options for output (with or without grouping, billing vs revenue, pills or numbers...)