Clients/Client Management

This page of the administrator's account provides a summary report on the total amount of fees contracted with clients during a specific year, and the amounts that have been collected or remain uncollected to date. The report table specifically displays the following information:

-Code
-Name
-Organization
-Status
-Type
-Subtype
-Proposal amount
-Job amount
-Total budget
-Amount due
-Email
-Phone
-Cellular
-Total fees contracted with the client
-Total fees collected from the client
-Total fees pending collection from the client

The page offers the option to filter results by year, and to export the report to Adobe PDF, Microsoft Excel and Microsoft Word formats.