Author Topic: Reports  (Read 1185 times)

margemib

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Reports
« on: January 14, 2009, 10:49:20 AM »
Hi Michele,
I was wondering what type of reports are the most requested by clients?
do you provide weekly or monthly reports?
thanks
margemib ::)
Margie Finlay CMRS

Michele

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Re: Reports
« Reply #1 on: January 14, 2009, 11:05:49 AM »
When my providers request a report it is usually an aging report.  I only provide it when they request it.  Otherwise I provide a monthly report of all activity on their account along with their bill.

Michele
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margemib

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Re: Reports
« Reply #2 on: January 14, 2009, 11:18:32 AM »
would this be a daily ledger?

margemib :o
Margie Finlay CMRS

Michele

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Re: Reports
« Reply #3 on: January 14, 2009, 12:43:52 PM »
We use a day sheet format, which should be called month sheet, since we only do it monthly.

Michele
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