Is there or how do I create a report of clients by bill layout assigned; Timeslips Premium 2021?
Is there or how do I create a report of clients by bill layout assigned; Timeslips Premium 2021?
Hi jplawoffice
Thank you for your inquiry! We have an article that outlines the steps to accomplish what you need. Please click the link for full instructions: Adding a custom report for determining what clients are on what bill layouts.
Best Regards,
D’Wan Sophia Harvey
Technical Support Specialist
Sage.com | Twitter | Instagram | Facebook | YouTube | LinkedIn | Community
"Success is not just about what you accomplish in your life; it’s about what you inspire others to do."
– Anonymous
Hi jplawoffice
Thank you for your inquiry! We have an article that outlines the steps to accomplish what you need. Please click the link for full instructions: Adding a custom report for determining what clients are on what bill layouts.
Best Regards,
D’Wan Sophia Harvey
Technical Support Specialist
Sage.com | Twitter | Instagram | Facebook | YouTube | LinkedIn | Community
"Success is not just about what you accomplish in your life; it’s about what you inspire others to do."
– Anonymous
*Community Hub is the new name for Sage City