General Ledger Reports
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      3. General Ledger Reports

      Client Billings & Revenue Summary Report

      How to create a Client Billings & Revenue Summary Report

      Steps:

      Starting from the main screen

      1.      Navigate to ACCOUNTING>General Ledger >General Ledger Reports

      2.     On the General Ledger Reports landing page expand the Client Billings &                        Revenue Reports  and Select the Client Billings & Revenue Summary Report                  hyperlink

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      3.     The Client Billings & Revenue Summary Report  has the following filter options

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      Label Field name
      a Accounting Year 
      b From Accounting Month 
      c To Accounting Month 
      d Grouping Option - Group by Client Manager
      e

      Display Option 

      • Display Budget Category Detail 
      • Display Product Detail 
      f

      By Client
      g By Master Client 
      h Client Display 
      i

      Currencies:

      • Use Office Home Currencies 
      • Convert to Selected Currency 
      j

      Action Buttons: 

      • Excel
      • Billing Pie Chart
      • Revenue Pie Chart 
      • Export
      • Preview 
      • Close
      k

      Report Views: 

      • Budget Versions 
      • Offices 
      • Client Managers 
      • Clients 
      • Budget Categories 

      4.     Select one of the Reporting action buttons to access the report 

      • EXCEL
      • BILLING PIE CHART
      • REVENUE PIE CHART
      • EXPORT
      • PREVIEW

      Users can also Download or Print the report from any of the report view action buttons