The Invoice Template Report shows templates selected for clients and matters when the template selected is not the firm default template. This report can be very helpful when auditing all of the templates your firm has in use, specifically when updates need to be made to your templates.
This report can be filtered by Clients, Matters, Account Managers, and Assigned To. This will be helpful when you have a change based on an account manager or assigned to, like a name change.
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