• A/R Transaction Listings

    Hello - I'm looking to run a report that shows every amount we invoiced our clients for one year as well as what they paid in that same year. Basically invoice amounts and payments for 1 year. The invoice amounts look correct, but the payments that…
  • Blended Billing-Flat Rate Task & Hourly Billing Task

    FormerMember
    FormerMember
    Trying to figure out how to invoice clients who have flat rate task and hourly task on one bill Example file application- flat $1400 report application as filed $18/ hrly can I invoice a flat rate task and an hourly task? Can I invoice a flat rate…
  • Adding to Reports

    I need to add our clients number (Nickname 2) to the WIP reports, anyone have experience with this? I have had no luck creating from scratch and was hoping to use our current WIP report and add the field (but the option doesn't show)
  • Report/Bill Layout Customization

    I am trying to figure out how to unbold professional services and previous balance on the bill layout. Instead I would like to bold the total balance due and make it slightly bigger. Is it possible to create a report that has each timekeepers billable…