Detailed Billing Report 2.5

Shows all billed items by accounting category within a specified date range.

Using Detailed Billing Report 2.5 within Curacubby, you are able to see all billed items within a specified date range as well as compare a month's beginning and ending balance.

To generate an Detailed Billing 2.5 Accounting Report:

Click Accounting under the Reports Tab

  1. Select the Accounting Report to generate

  2. Fill Additional fields (if applicable) 

  3. Click Create Report

    1. Optional: Modify Report Name

    Here is an example of a generated Detailed Billing 2.5 Report: 

The Detailed Billing 2.5 Report is Organized by These Listed Categories:

Unpaid: all invoices that are unpaid as of the FIRST DATE parameters 
Unapplied Credits: all unapplied credits as of the FIRST DATE parameter 
Prepayments: all billable items that are due within the date range, but paid early 
Billed: all line items billed BETWEEN date range 
Paid: all paid invoices BETWEEN date range
Credits: all credits given BETWEEN date range

Here is a brief interactive walkthrough of generating a Detailed Billing 2.5 report:


1. Locate the Reports tab on the left hand side of your Curacubby. Under the Reports tab, click "Accounting"

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2. Click the drop-down menu labeled "Report Type"

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3. Select Detailed Billing Report 2.5

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4. Select the Input Date Type you would like for this report:
Paid: date the payment had been processed
Transfer: date the payment has been received into your account

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5. Select the "start" date you would like this report to be generated for within the calendar

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6. Select the "end" date you would like this report to be generated for within the calendar

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7. Click the blue box labeled "Create Report"

You are also able to edit the report name by clicking the text box located above "Create Report" and replacing current name

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8. Please allow a few moments for your report to be generated within your web browser.

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9. Once your report is generated, you are then able to export your report by selecting the document type: PDF, DOCX, CSV, XLSX

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10. That's it. You're done.
This is what your Detailed Billing Report 2.5 will look if downloaded as a PDF.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **