Reports of Amounts Due from Clients

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Eric Rayman

• June 17, 2019 21:14

I created a report showing the balance due from all my clients. I also created a report showing the unbilled amount from all my clients. I have lots of small clients so there are hundreds of entries. I want to rank them highest to lowest (or lowest to highest). I can't seem to be able to do that on B4T. When I exported the file to Excel, I couldn't do it because there were some fields that were not the same size.

It seems to me that either there is a way to do this, and I don't know it, or this is very important for B4T to be able to create this ranking.

 

Eric 

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  Kris Holz

  • June 17, 2019 22:36

  Thank you for your question.  The report exports are able to be filtered and sorted via Excel.  Another option would be to sort clients by billed balance via the Client page and copy and paste that into excel. The Account Balance report can also be exported into Excel.

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