Client inquiry

You can select these predefined columns:

General info

Client Key

Description

Status

Client Type Key

Client Type

Date Established (date range available)

Company Key (multi-company only)

Company Name (multi-company only)

Send Statement

Create Finance Charges

Finance Charge Percent

Notes

Prepayment Beginning Balance

Contact info

Address

Address 1, 2, 3

City, State, Zip, Country

Mailing Address

Mailing Address 1, 2, 3

Mailing City, Mailing State, Mailing Zip, Mailing Country

Phone Numbers

Phone Number 1, 2, 3

Phone Text 1, 2, 3

Fax Number

Fax Text

Email

Website

Contact Key 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20

Contact Information 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20   

Note:

In the Contact Information columns, the last name, first name, phone numbers and phone text appears when you select to wrap text on the column.

Contact Name 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20

Contact Text 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20

Hours Worked (date range available)           

Cost (date range available)

Cost Burdened (date range available)        

Cost Labor (date range available)                      

Cost Labor Burdened (date range available)             

Cost Expense (date range available)                    

Cost Consultant (date range available)                 

Payroll Cost w/Exp & Cons (date range available)       

Payroll Cost Labor (date range available)              

Payroll Cost Labor Burdened (date range available)     

Payroll Cost Burdened w/Exp & Cons (date range available)

Spent (date range available)                           

Spent Labor (date range available)                     

Spent Expense (date range available)                   

Spent Consultant (date range available)                

Billed Hours (date range available)                    

Billed (date range available)                          

Billed Labor (date range available)                    

Billed Expense (date range available)                  

Billed Consultant (date range available)               

Billed Adjustments (date range available)              

Billed Adjustments Labor (date range available)

Billed Adjustments Expense (date range available)

Billed Adjustments Consultant (date range available)

Billed Sales Tax (date range available)                

WIP Hours (date range available)                       

WIP (date range available)                             

WIP Labor (date range available)                       

WIP Expense (date range available)                     

WIP Consultant (date range available)                  

Written off Hours (date range available)               

Written off (date range available)                     

Written off Labor (date range available)               

Written off Expense (date range available)             

Written off Consultant (date range available)          

Receipts (date range available)                        

Receipts Labor (date range available)                  

Receipts Expense (date range available)                

Receipts Consultant (date range available)

Receipts Adjustments (date range available)   

Receipts Adjustments Labor (date range available)

Receipts Adjustments Expense (date range available)

Receipts Adjustments Consultant (date range available)

Receipts Sales Tax (date range available)              

Receivable Balance (date range available)              

Prepayment Balance (date range available)

Defined links

Client Invoice

Client Receipt

Project