ITSERP

  • General

  • Employee Portal

  • Administrationl

  • HR

  • Accounting

  • Clients Management

  • Inventory

  • Project Planning

  • Mobile App

General Employee Protal HR Administration Accounting Clients Inventory Project Planning Mobile App

Clients 360 Report

The Clients 360 Report is a comprehensive financial overview designed to give you a full picture of your client's financial interactions with your business. This report consolidates all relevant financial data related to a selected client, enabling you to make informed decisions and manage client relationships more effectively.

With the Clients 360 Report, you can quickly access key financial information, including pending and paid payments, as well as detailed account statements. This report is an invaluable tool for accountants, financial managers, and client relationship managers who need to stay on top of client financials and ensure that all transactions are accounted for.

Key Features of the Clients 360 Report

  • Pending Payments: View all unpaid payments from client Invoices. This section helps you track outstanding balances and follow up on overdue payments, ensuring that your accounts receivable are managed efficiently.
  • Paid Payments: Review all payments that have been received and recorded from client invoices. This section provides a clear record of completed transactions, giving you insight into the financial contributions of the client over time.
  • Account Statement Report: Generate detailed account statements for each account associated with the selected client. This report offers a breakdown of all transactions, helping you to monitor account activity and maintain accurate financial records.

Export

click on the export to PDF button to save a PDF version of the report

The Clients 360 Report is your go-to resource for a holistic view of client financials, making it easier to manage billing, track payments, and maintain strong financial relationships with your clients.

PREVIOUS