Reporting
Self-help articles for assistance with and for resolving issues with ImagineTime reports.
Run the Client Snapshot report and sort by Invoiced- High to Low to see which clients have the highest billing amounts. To evaluate the profitability ...
Tue, 26 Mar, 2019 at 4:51 PM
The reconciliation reports provide information to ensure system integrity; the beginning balance, plus new activity equals ending balance. ImagineTime reco...
Tue, 26 Mar, 2019 at 4:25 PM
Changing Date and not staying? Must check the box Save Report Settings: If you need additional assistance, then please create a support ...
Thu, 9 Jul, 2020 at 3:39 PM
The Audit Snapshot is used to update the stored client balances used in the Billing ribbon, Client Reconciliation Report. A periodic (monthly) balance, and ...
Thu, 9 Jul, 2020 at 3:58 PM
If you are having issues running the Daily/Weekly Report, check to make sure you don't have the Transaction Report Screen open. The Daile/Weekly Report...
Thu, 26 Mar, 2020 at 3:55 PM
The on-screen version of the Aging Report is a "working report". This means that the clients' names, which are in blue, are hyper-links. Do...
Thu, 26 Mar, 2020 at 4:00 PM
Go to Reporting More Client Reports Select Address and Client Lists Select the option on the top right…Client Listing Type Of Date must be…STARTED Sort...
Thu, 28 Mar, 2019 at 4:26 PM
To see a breakdown of invoiced amounts by work codes run the INVOICED AMOUNTS BY CODES WITH COST REPORT. This is the report most firms use for reporting to ...
Thu, 26 Mar, 2020 at 4:02 PM
Reports can be generated for a client(s) with no task or form association to their name: Reports Due Date Reporting Section #1 select Active Clients w...
Thu, 9 Jul, 2020 at 4:01 PM
Usually accompanied by an Error 2450 message. Mostly corrected by closing out of the function you're in an reopening it. If y...
Thu, 9 Jul, 2020 at 4:03 PM