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Invoice Receipts Analysis report

The Invoice Analysis report gives you information about receipts in the specified date range that have been applied to invoices. You can group information by client, staff, activity, engagement, projects, and their components. It might also be useful if your firm pays staff commission based on dollars collected, not billed.
To view and print the report: select
File
,
Print Reports
,
Invoice Receipts Analysis
 in the Collection section of the list of reports, then
Select
.

Security permissions for reports

When you enable security permissions for a report on the
Security Groups setup
 screen, Practice CS may also give access to view the data available on the report. Also, when you remove the permission to view data, Practice CS may also remove access to related reports.
Go to the
Privileges changed
 pane on the
Security Groups setup screen
 to check which permission changes Practice CS has made after you enable access to a report.
For this report, if you've not enabled permissions for the
Menu, Setup Menu, Clients, View
 security option, Practice CS will enable full access to it.
If your firm has multiple offices, you may want to remove permissions to information for other offices.

This article applies to:

  • Product: Practice CS
  • Subject: Reports