Whether you use it to link directly to your accounting program or you post manually, the invaluable Transfer Register report details the account breakdown for each transaction. The latest list of accounting partners can always be found on our web site. Graph reports ideal for presentations in pie, line, bar and mark formats. Accounts Receivable reports by aging period show clients with unpaid and overdue balances. Fee allocation and overhead reports are designed to show you the value of your employees' work to the firm.
Invoice reports for monthly billed values reflects fee, costs, paid and unpaid balances.
Statements can be sent to clients to report on past billings and overdue balances. Productivity and Profitability analysis reports compare billed vs. non-billed work and the percentage of each, varied by week, month or year. Budgeting reports compare projected values against the actual work performed. The end result is a more profitable firm. Periodic total reports reflect such items as work performed for a client, on a specific day or week, sorted in a variety of formats.