Client Menu

Client Window

Add, edit and display client information.

Client Report

Print or display all clients by ID or name.

Client Activity Statement - Report

Print or display revenue and expenses for each company
for each client.

Client Collection Statement - Window

Print or display periodic collection information for each client and create Client Disbursement Checks through the Final Collection Statement process.

Client Mailing Labels

Print mailing labels for clients.

Company Window

Add, edit and display client information.

Company Report

Print or display all clients by ID or name.

Company Mailing Labels

Print mailing labels for companies.