Here are a few report examples :
BalaBoss Time & Billing reports
Accounts Receivable
Reconciliation
Accounts Receivable
Reconciliation Summary
Aged WIP Summary
Aged WIP Summary by
Group
Aged Accounts Receivable
Summary
Aged Accounts Receivable
Summary by Group
Client Exposure Summary
Contribution
by Staff Member Summary
Deposit Slip
Exposure Summary
(All Clients)
Exposure by Client -
High to Low
Exposure by
Client Group - High to Low
Firm Summary by
Service Code
Hours by
Staff, by Service Code Summary
Individual Logged Hours
in calendar format
Invoice
Invoice Register
Summary
Logged Hours Summary
(All Staff)
Productivity
by Staff Member Summary
Profitability by Client
and by Client Group
Resource
Utilization by Partner
Staff
Productivity Summary
Staff Time
Allocation by Partner
WIP by Service Code
WIP Reconciliation
WIP
Reconciliation Summary
Other BalaBoss Client Navigator reports
Activity Summary By User, By Client
Bank Confirmation - United States
Bank Confirmation - Canada
Bank Confirmation - United Kingdom
Bank Confirmation Management Report
Client Information
sorted by Client Name
Client Information sorted by Client No.
Client Information sorted by Sector
Client Information sorted by Engagement Type
Client Information sorted by Month of Year End
Capital Structure
Label or Labels -
for a single client
Label - Instant transfer
to your Word Processor
Labels Clients by Client
Flag (Christmas example)
Labels Contacts by
Client Flag (Christmas example)
Personal Tax Process Flow
Rates and Dates
Reminders Past Due
Staff Schedule in Calendar Format
Share Register and Ownership Summary
Year End Report
