General Category > General Questions

Reports

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margemib:
Hi Michele,
I was wondering what type of reports are the most requested by clients?
do you provide weekly or monthly reports?
thanks
margemib ::)

Michele:
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

margemib:
would this be a daily ledger?

margemib :o

Michele:
We use a day sheet format, which should be called month sheet, since we only do it monthly.

Michele

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