Table of Contents

General

Introduction
Getting Started
The Time and Billing Menu
Your Company Information

Forms

Using the Forms
Clients
Employees
Projects
Work Records
Planned Labor
Planned Expenses
Planned Travel
Expenses
Mileage
Payments
Managing Invoices

Reports

Creating Reports
Proposal
Invoice
Work Record
Employee Billing
Expense Report
Mileage Record
Payments Report
Project Tracking
Receivables

Payments

The Payments Report
The Payments Report

The payments report lists all payments from your customers. The report is grouped by customer, then by project. When you create the report, you are given an option to view all payments, or just payments from the current year.