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Client Billings & Revenue Summary Report

This guide provides a straightforward method for accessing the Client Billings and Revenue Summary Report, essential for financial analysis and decision-making. It outlines the navigation steps and various filter options available, allowing users to customize their reports based on specific criteria like accounting year and client details. Additionally, it highlights useful action buttons for exporting and visualizing data, making it a valuable resource for anyone involved in financial reporting and management.

  • Click the  to open Accountability side-by-side with these instructions.
  • Click the  to open the full guide.

 

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