Category Archives: Function
Show insurance companies their invoices by law firm
Produce reports for insurance companies breaking down their invoices by client …
See which miscellaneous services your clients are buying
View miscellaneous sales charges totals & averages by client …
View gross profit by client
Get a quick feel for how your business is doing …
Analyze your business’s profitability
Get an instant snapshot of your business for today or any other time period; compare current time period to previous time periods …
Analyze clients’ reward point activity
Get a breakdown of clients’ point activity …
View clients’ reward points history
Get an overview of clients’ point activity …
Manage clients’ reward points
Manage your company’s reward points program …
Keep track of resources payable balances
View snapshots of resources payable …
Generate sales tax reports
View all invoices having sales tax charges generated for a specific period …
