Video of the Month: Client Ledger Report

July 2022    Tags: , , ,

Finding that perfect report can be so satisfying! When it comes to tracking your clients’ billing and payment history, the Client Ledger Report has it all!

Check out the Client Ledger Report video to see how you can easily view detailed information about statements, payments, and write offs for your clients, all in one place. This report also includes drill-down capabilities, which makes it easy to view an updated statement or to find out more about how a payment was allocated.

Watch this three-minute video here:

Training Videos can be accessed at You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”

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