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                      ClientMagic shots of some Daily Reports

The following 3 screen shots are typically run for daily balance reports, printed and filed in a book. You can run reports for a date range as we did here, or for a single day, month or year. Accountants love our reports, all 60 of them !


Daily payments is for cash balance, you start with a fixed amount every day, at the end of the day you count this amount out and what is left is exactly what it says here. If you paid out during the day, be sure to put a receipt in and include this in the close of the day receipts for tomorrows opening.

Above are the invoices generated today. Notice that if there is a balance due it is shown on the right.

Bank deposit slips are printed in duplicate, cut this in 1/2 and give one to the bank and the other goes with today.

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Optionally you can view and print the following reports, just 10 of over 50 management reports. You can also make your own reports with our query and Report Writer (c) utility.

Good report to compare to set standards to make sure you are selling a balance of products and services.

 

This report can give you an idea of how you are doing with a promotion to add new clients.

 

Scheduling staff can be a nightmare, this reports gives you an idea of who does what on a certain day.

Who is selling what, this report is good to help point out staff who are not marketing products and services.

Here is another report on who does what, easy to see who the producers are

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Larger organizations should use our software triggered cash drawer and run shift reports to enhance accountability

Gift cards are integrated in our software, here is a report that you can give to the auditors.

How are you doing, here is a report that can be run for a day, week, month or years.

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