Clients & Jobs (Projects)

The Repeat Clients report gives a list of clients within a selected date range. Repeat Clients are those who have...

The Clients and Jobs Not Billable report gives a list of clients and their jobs which are not billable. This...

The Jobs to Make Non-Current feature helps users filter and identify jobs that are no longer active based on the last invoice or timesheet date. You can make jobs non-current, and reviewing key job details for better job tracking. Using the Projects to Make Non-Current report ensures that your project reporting is up to date, you can also use this feature in conjunction with system settings to make clients non-current.

The New Job Listings Between Dates report gives a list of new jobs created/confirmed within a selected date range. New...

The Clients by Client Office report gives a list of clients by each client office. Generating the Clients by Client...