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New Clients
New Clients Purpose New Clients is built around the Client Acquisition date in your practice management system and is designed to provide insight into new clients brought into your firm within your date range. Navigation To navigate to New Clients, ...
Clients
Clients Purpose The purpose of the Clients report is to show realization details for any number of clients at one time. Navigation To navigate to the Clients report, select Clients (1) from the list of pages on the left side of your screen. Once you ...
Clients
<br> Updated April 2022
Filters
Filters Introduction Filters can be used to narrow down a page to show only the information you want to see. In Abdo Compass you will find your filters on the left side of your page. Date Range The first filter is the date range. The key to changing ...
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 ...