In this release, we have added a new report under the following navigation path Management -> Reports -> Finance -> Finance Client Report
The Finance Client Report comprises of financial data at a Client or Client & Job level or Client & Job & Charge Code level depending on the selected Report Style.
Summary reports run at the Client level, Detailed reports run at the Client & Job levels or Client & Job and Charge Code levels. Year to Date reports run at a Client level by month over the calendar year, or the financial year.
Via the Date Selection, users may specify the date criteria by which the report is filtered (ETA, ETD, Date of Job Registration etc)
Via the Report Configuration group, users may specify the output columns or rows they would like to see on the report.
For more detailed information on the Finance Client Report, please refer to pages 46 – 74 of the Management user manual.