Related Articles
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. ...
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 ...
Client Scorecard
Client Scorecard Purpose The purpose of the Client Scorecard is to focus in on a single client (or client group) and show a wide variety of details on that client. Navigation To navigate to the Client Scorecard, select Clients (1) from the list of ...
Cash Receipts
<br> Updated April 2022
Employee Scorecard
Employee Scorecard Purpose The purpose of the Employee Scorecard is to show employee performance in realization and utilization. Navigation To navigate to the Employee Scorecard, select Employees (1) from the list of pages on the left side of your ...