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Reporting for Client Groups

Shannon Mantovani

December 16, 2020 18:50

Answered

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I would like to be able to report on AR and/or WIP information based on Client Groups.  

Example:  A client calls and wants to know what invoices are still outstanding for their entities.  As I understand it, right now I have to go to the Dashboard, click on the Lockup link in the Financial details dashlet, see who has any outstanding AR, and then click to view each entity individually to see which invoices are still outstanding.  This is very frustrating. I have clients with 20-50 separate entities that I have to go through.

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3 comments

• 0
  
  Michelle Harris December 18, 2020 14:37

  Hi Shannon

  Is this in the actual reports that you want to see this?

  For WIP information you can print Group Billing Guides which will give the WIP for the entire group.

  Thanks

  Michelle

• 0
  
  Shannon Mantovani December 18, 2020 20:58

  It doesn't matter to me if it is a report on the report screen, or someway to pull it from the Lockup screen.  I just need an easy way to get a list of outstanding invoices for a client group.

  Where would I go to print a Group Billing Guide?

• 0
  
  Michelle Harris December 21, 2020 09:49

  Hi Shannon

  The Group Billing guide can be accessed by clicking onto the Group Exposure figure from the client dashboard. Once into the Group Exposure Details screen there are some checkboxes next to each client and a Print Billing guides button in the top right.

  For the A/R - you can submit a report request via support who will be able to help you.

  Thanks

  Michelle