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Created by Jon Ellis
Created on Apr 13, 2023

Profitability Reporting

Add Revenue vs Cost Reporting

  • View profitability within a given time period

  • Segment profitability reporting by

    • Client

    • Service

    • Client Manager/ Partner

  • Assign non-time client costs

  • Allocate practice costs

  • Attach files
  • Admin
    James Reilly
    Jun 2, 2025

    Hi All,

    Thank you for your votes on this, we are actively working on the reporting functionality and will be reaching out for early feedback.