Reports

The Invoices by Client with Narration report gives a list of clients and their invoices with narration between selected dates....

The Top Clients by Amount Invoiced report shows which clients and projects generated the most revenue. Often used for reporting and applying for indemnity insurance by ranking your top clients. It also helps you focus your time and energy on the work that delivers the biggest income. Because this report includes the values of time spent on those same clients. It’s also useful for business development, planning for lower-performing clients, and providing context for accounting purposes.

The Assigned Time and Disbursements report gives a list of time and disbursements assigned to invoices between selected dates. It’s...

The Chart of Invoices per Month by Charge Type Report shows the total invoiced amounts by month, with a breakdown...

The Current Proposals Outstanding widget provides a dashboard summary of active and outstanding proposals in Abtrac, including proposals created and accepted in the last 30 days. View outstanding proposals, proposal follow-up dates and contacts, follow-up employees and notes, and access detailed proposal information. Learn how to set follow-up dates, review outstanding proposals, and convert accepted proposals into confirmed billable jobs.