How to create client billing reports

Analyze billing data by a client for a selected range of months.

Steps:

1. Navigate to ACCOUNTING > General Ledger > General Ledger Reports.
2. Select Client Billings & Revenue Reports.
3. Click 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:
4. Select from one of the following Detail Options to be reported
   
   
   • CLIENT TOTALS ONLY 
   • BUDGET CATEGORY TOTALS 
   • GL ACCOUNT TOTALS 
   • TRANSACTION DETAILS 
5. Select one of the reporting action buttons to access the report 
   • EXCEL
   • PIE CHART
   • BUDGET CATEGORY PIE CHART
   • BAR CHART
   • EXPORT
   • PREVIEW