How to create client billing reports

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

2. Expand the Client Billings & Revenue Reports and click on Client Billings Report. The purpose of this report is to analyze billing data for a selected range of months – with various options for the level of detail to be reported

3. Select from one of the following Detail Options to be reported:

• Client Totals Only
• Budget Category Totals
• GL Account Totals
• Transaction Details

4. Select one of the reporting action buttons to access the report:

• Excel
• Pie Chart
• Budget Category Pie Chart
• Bar Chart
• Preview
• Print