Work, Staff & Office Management
Client Report
15 reports come off this one screen, and 5 things you can do from inside it without opening another. Every one is named below, with what it actually answers — so you can tell before a demo whether this is the screen you have been doing by hand.
- Reports
- 15
- Actions
- 5
Reports from this screen15 reports
Opening Net Outstanding
What this client owed you at the start of the year, before anything that happened in it.
Billing & Debit Notes In The Year
Everything added to what they owe: invoices raised and debit notes issued inside the selected financial year.
Collection & Discount In The Year
Everything that came back — money received and discount allowed.
Credit Notes In The Year
What you wrote back off, kept separate from discount so the two are never confused at review time.
Net Outstanding At Year End
What they owe you now — and because the four lines above it are shown, it is a figure you can argue with a client line by line rather than assert.
Unbilled Work Count
Work done for this client in the year that has never been invoiced. The single most valuable number on the screen, because it is money already earned and not yet asked for.
Free Work Count
Work deliberately not charged for — so goodwill is a recorded decision rather than a billing failure nobody noticed.
Service Estimates Created
What you quoted this client, to read against what you actually billed them.
Completed Tasks For The Client
Everything finished for this client in the year.
Pending Tasks For The Client
Everything still open — the list to have in front of you before the client calls.
Billed Tasks
Jobs that made it onto an invoice.
Unbilled Tasks
The same jobs from the other side: done, and still not billed.
Tasks Marked As Free
Jobs explicitly written off, listed rather than counted.
Task Type Wise Breakdown
What you actually do for this client, by service — five monthly 3Bs, three ITRs, a certificate, a trust audit. The shape of the relationship in one line.
Every Task For The Client
The full job list behind the figures: client and file number, service, milestone group, period and financial year, who it is assigned to, status, description and bill type.
Cut byClient name & file noTask typeMilestone groupPeriod & FYAssigned toTask statusDescriptionBill type
Actions you can take from this screen5 actions
View one client or a client group
Switch between client-wise and group-wise. A family or a set of related entities is read as one relationship, which is how a practice actually bills them.
Any financial year, back to 2004
Twenty-three years of history on the same screen — outstanding balances do not respect a two-year retention window.
Filter every column of the job list
Each column of the task grid carries its own filter, so a list of every job for a client narrows to exactly the one being argued about.
Export the client's position
The whole report out to a file, for the client meeting or the recovery letter.
Show the services added for this client
Which services this client is actually signed up for, as opposed to which ones happen to have activity this year.
Where to go next
Other screens in Work, Staff & Office Management with reports of their own:
- Service Status Dashboard30 reports
- Live Activity Report Dashboard14 reports
- User Activity Dashboard & Report38 reports
- Employee Report9 reports
- Consolidated Report11 reports
- User Dashboard21 reports
- Detailed Service Information13 reports
- Daily Auto Email Reporting30 reports
- Everything in Work, Staff & Office ManagementThe whole module — every feature, not only the ones that produce reports.
- The full catalogue — 350+ reportsAll 389 figures MyTask produces, grouped by module and searchable.