November Monthly Tips and New Features
(All Users) Within your Billing Tab you have access to Packaged Billing Information. Just set your Start and End Date according to the specifications and within a click you’ll have a multi-tabbed spreadsheet of your entire year’s billing items along with any scanned images (receipts, etc.) You can also easily include a designated email address to send this robust report to yourself, your C.P.A. etc.
(Managers) From your Queues Tab, you can access the Management Queue which contains any Contract Packets that have been submitted for review. The 3rd Tab over is entitled Data Export. From this area you can select a project and access the Batch Data Export feature to transfer your essential contract metrics to your client or to any long-term lease management system.
(Managers) From your Manage Tab you can access Client 1099 Data under the Accounting Group (far right side). Use this page to generate a report showing a summary of Contract Party Payments by Issued Date.
Chad Landry - Director of Training and Support, TotaLand Technologies