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Interactive Billings & Revenue Statements

On-demand view of billings and revenue across months with option to drill down into underlying transactions

The Billings & Revenue Statements is a collection of report formats that provide insight into your agency's billing and revenue, with customizable groupings.

Each report is interactive, allowing you to drill down into the underlying billing and revenue transactions for ease of analysis. 

Prerequisite:

Your User Access Group needs to have access to GL Client Billings and Revenue Reports to access Billings & Revenue Statements. 

This also gives you access to the standard billing and revenue reports from Accounting > General Ledger > General Ledger Reports. 

Step by Step Guide:

Click Next to move through the walkthrough. Use Zoom to adjust the view. Select the expand icon to view all instructions on one page.