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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

Maria Large Knowledge Base Template

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

Maria Large Knowledge Base Template (2)

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