How to create client billing reports
Analyze billing data by a client for a selected range of months.
Steps:
- Navigate to ACCOUNTING > General Ledger > General Ledger Reports.
- Select Client Billings & Revenue Reports.
- 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:
- Select from one of the following Detail Options to be reported
- CLIENT TOTALS ONLY
- BUDGET CATEGORY TOTALS
- GL ACCOUNT TOTALS
- TRANSACTION DETAILS
- Select one of the reporting action buttons to access the report
- EXCEL
- PIE CHART
- BUDGET CATEGORY PIE CHART
- BAR CHART
- EXPORT
- PREVIEW