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Cash Receipts
Cash Receipts Purpose The purpose of the Cash Receipts report is to show cash receipts by client, month, line of business, and department. Navigation To navigate to the Cash Receipts report, select WIP/AR (1) from the list of pages on the left side ...
WIP/AR Scorecard
WIP / AR Scorecard Purpose The purpose of the WIP / AR Scorecard is to show cash receipts, aged WIP, and aged AR by partner. Navigation To navigate to the WIP / AR Scorecard, select WIP/AR (1) from the list of pages on the left side of your screen. ...
LOB Scorecard
Line of Business Scorecard Purpose The purpose of the Line of Business Scorecard is to show key information on lines of business, focusing on cash receipts, billing, and billable hours. Navigation To navigate to the Line of Business Scorecard, select ...
Management
Management Purpose Management provides three years of comparative data for Cash Receipts, Billed Net (P), Realization %, and Effective Rate, displayed by different client-based fields. Navigation To navigate to Management, select Management (1) from ...
Firm
Firm Purpose The Firm report provides insight into high-level firm performance. Navigation To navigate to the Firm report, select Firm (1) from the list of pages on the left side of your screen. Once you are in the Firm page, you can use the buttons ...