Filter by date range, group, account, paytype or search string as appropriate.
Reports include: Accounts Receivable, Balance Sheet, Bank Draft Payments, Call List, Client List, Contacts by City and Street, Contacts with Blank Fields, Credit Card Payments, Customers With No Services, GL Transactions, Group Members, Invoice Log, Invoices, Log, Mailing Labels, Negative Invoices, Pay Type Problems, Physical Check Payments, Profit and Loss Statement, Schedule, Suspended Services, To-Do and User.Accounts Receivable report shows uninvoiced work, unpaid
invoices by customer and receipts by account. Contacts With Blank Fields report shows invalid data entry for Contact form. Credit Card billings. BankDraft and PhysicalCheck reports are similar. Client List, with or without income by client. Search GL Accounts within a date range and account by search string. Sales groups report. Set up groups for your salespeople on
Group form and assign customers on Contact table. Invoice for recurring services. Set logo and slogan on
Setup form. Shows outstanding balance in comment. Invoice log shows key info from invoices in more compact format. Mailing labels. Select from Invoices form. Negative Invoices report shows negative detail lines used to document a void or adjusted invoice. Customers without services report shows where followup is needed. PayType Problem report shows expired or invalid credit card
and MICR numbers and other inconsistencies. Schedule shows services scheduled by day and crew sorted by MAPSCO and street name. Services temporarily suspended by customer request or for payment problems.
Scheduling automatically resumes when the end date expires.