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Type	Title	Source	Notes	Updated	Version
Billing	Billing Analysis with Discount Billing Analysis with Discount Description: This report is the same as the Billing Analysis with the addition of invoice discount data.	Support Team This format was contributed by the Practice CS Support Team.		06/05/15	2014.1.2
Billing	Billing Worksheet (No Cost) Billing Worksheet (No Cost) Description: This report is the same as the standard Billing Worksheet except without the Cost column.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Billing	Billing Worksheet (Portrait Separate Hrs/Units) Billing Worksheet (Portrait Separate Hrs/Units) Description: This version of the Billing Worksheet is in portrait instead of landscape.	Schroedel, Scullin & Bestic, LLC This format was contributed by Schroedel, Scullin & Bestic, LLC.		12/17/13	2013.2.2
Billing	Billing Worksheet (Portrait) Billing Worksheet (Portrait) Description: This version of the Billing Worksheet is in portrait instead of landscape	Support Team This format was contributed by the Practice CS Support Team.		03/24/14	2013.2.2
Billing	Billing Worksheet (Portrait) Alternate 1 Billing Worksheet (Portrait) Alternate 1 Description: This version of the Billing Worksheet is reorganized to show open items, aging information, and the most recent activity in an easy to read format. It also provides clearer separation of grouped client information.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Billing	Billing Worksheet (Separate Hrs/Units) Billing Worksheet (Separate Hrs/Units) Description: This version of the Billing Worksheet separates the Units column into Expense and Time columns.	Support Team This format was contributed by the Practice CS Support Team.		12/17/13	2013.2.2
Billing	Detail Worksheet Detail Worksheet Description: This report is similar to the Detail Worksheet from the older Practice Solution program. This could be used as an alternative to the Billing Worksheet.	Development Team This format was contributed by the Practice CS Development Team.		10/29/15	2014.1.2
Billing	Excel Export of Invoice Detail Excel Export of Invoice Detail Description: This format is designed to be exported to Excel. It includes only invoice detail information so that it can be sorted or filtered as needed and requires that you select the option Include Invoice Detail.	Luke Kociuba with Neeka Accountancy Corporation This format was created by contributions from Luke Kociuba with Neeka Accountancy Corporation.		11/06/12	2012.1.3
Billing	Firm Monthly Billing Recap Firm Monthly Billing Recap Description: This report shows the amount billed per month. You can select the type of detail you would like to see such as Client, Staff, etc.	Consulting Team This format was contributed by the Consulting Team.		12/17/13	2013.2.2
Billing	Invoice Journal (Separate Columns) Invoice Journal (Separate Columns) Description: This report is the same as the standard Invoice Journal except that the Hrs. and Units detail is split into two separate columns.	Support Team This format was contributed by the Practice CS Support Team.		05/30/08	2009.1.3
Billing	Invoice Journal with Paid/Open Amount Invoice Journal with Paid/Open Amount Description: This report is the same as the standard Invoice Journal except it has columns for the amount paid and remaining open amount.	Support Team This format was contributed by the Practice CS Support Team.		02/26/09	2009.1.3
Billing	Invoice Journal with WIP Adjustments Invoice Journal with WIP Adjustments Description: This report is similar to the standard Invoice Journal except that it shows actual WIP Time, Expenses, and Adjustments.	Consulting Team This format was contributed by the Consulting Team.		12/17/13	2013.2.2
Billing	Invoice Journal with WIP Comments Invoice Journal with WIP Comments Description: This report is the same as the standard Invoice Journal with the addition of WIP comments. In order to see the WIP comments you must check the option to Include Invoice Detail.	Development Team This format was contributed by the Practice CS Development Team.		05/06/08	2009.1.3
Billing	Three-Year Billing Analysis Three-Year Billing Analysis Description: This report allows you to compare three years worth of billing. It was optimized to be Grouped by Client and Activity (and detailed by Staff). Some other variations will work but the purpose of this report is to compare the billing on specific Project Templates (via filter) over a three-year period. For an example of the options please see the preview.	Mark H. at Conklin Hruzek & Co., P.C. This format was created by Mark H. at Conklin Hruzek & Co., P.C. with help from the Practice CS Development Team. The original suggestion was submitted through the Practice CS Suggestion Library.		12/17/13	2013.2.2
Billing	Unpaid Invoices Unpaid Invoices Description: This version of the Invoice Journal only shows unpaid invoices.	Support Team This format was contributed by the Practice CS Support Team.		09/17/14	2014.1.3
Billing	Write-Ups and Write-Downs Write-Ups and Write-Downs Description: This report shows write-ups and write-downs in an easy to read format.	Development Team This format was contributed by the Practice CS Development Team.		01/25/16	2014.2.5

Client Management	Interaction Listing Alternate 1 Interaction Listing Alternate 1 Description: This report provides a modern look to the Interaction Listing report. It also includes some fields that the original Interaction Listing report did not contain, such as the Phone Number and E-mail address.	Development Team This format was contributed by the Practice CS Development Team.		07/24/12	2012.1.2
Client Management	Interaction Listing Portlet Interaction Listing Portlet Description: This version of the report is formatted to be placed in a Report Viewer Custom Portlet. Benefits of this report include importance and action information displayed in an easy to read layout. For best viewing results, set the Report Date to Today, Group by Date/Time, and Sort Descending.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Client Management	Phone Messages Portlet Phone Messages Portlet Description: This version of the report is formatted to be placed in a Report Viewer Custom Portlet. It only includes Phone Messages that have not been cleared from the standard Phone Messages portlet on the Staff Dashboard. This makes it a great administrative tool for viewing all phone messages for Staff. As with any report, it can be filtered and easily printed from the dashboard. For best viewing results, set the Report Date to Today and Sort on Date/Time Descending.	Development Team This format was contributed by the Practice CS Development Team.		07/15/14	2014.1.2

Collections	24 Period Chart 24 Period Chart Description: The 24 Period Chart provides a graphical representation of 24 periods of Produced, Invoiced, and Collected amounts. It can be detailed by Firm or Client.	Development Team This format was contributed by the Practice CS Development Team.		11/17/11	2011.2.0
Collections	24 Period Chart - Comparative 24 Period Chart - Comparative Description: The 24 Period Chart - Comparative provides a graphical representation of 24 periods of Produced, Invoiced, and Collected amounts, with year-on-year comparisons. It can be detailed by Firm or Client.	Development Team This format was contributed by the Practice CS Development Team		04/25/12	2011.2.6
Collections	A/R Aging by Days A/R Aging by Days Description: The A/R Aging by Days report displays client A/R balances in 30 day increments rather than by period. For best results, choose Detail by Client Family.	Copeland, Buhl & Company This format was created by contributions from Copeland, Buhl & Company.		03/24/14	2013.2.2
Collections	A/R Aging Only A/R Aging Only Description: The A/R Aging Only report provides a simple way to see the age of client A/R balances. It includes the last invoice/payment date and amount. Click the link for more information.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Collections	A/R Aging Only (Older than 30 Days) A/R Aging Only (Older than 30 Days) Description: The A/R Aging Only report provides a simple way to see the age of client A/R balances. It includes the last invoice/payment date and amount. This version of the report only shows clients that have aged balances over 30 days old.	Development Team This format was contributed by the Practice CS Development Team.		03/24/14	2013.2.2
Collections	A/R Aging Only (Older than 90 Days) A/R Aging Only (Older than 90 Days) Description: The A/R Aging Only report provides a simple way to see the age of client A/R balances. It includes the last invoice/payment date and amount. This version of the report only shows clients that have aged balances over 90 days old.	Support Team This format was contributed by the Practice CS Support Team.		03/24/14	2013.2.2
Collections	A/R Aging Only (Older than 360 Days) A/R Aging Only (Older than 360 Days) Description: The A/R Aging Only report provides a simple way to see the age of client A/R balances. It includes the last invoice/payment date and amount. This version of the report only shows clients that have aged balances over 360 days old. For best viewing results, choose Detail by Client Family.	Copeland, Buhl & Company This format was created by contributions from Copeland, Buhl & Company.		03/24/14	2013.2.2
Collections	A/R Aging Only with Phones A/R Aging Only with Phones Description: The A/R Aging Only with Phones report provides a simple way to see the age of client A/R balances and their phone number. Click the link for more information.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Collections	A/R Ledger (No $0 Ending Balances) A/R Ledger (No $0 Ending Balances) Description: This report is the same as the standard Accounts Receivable Ledger except that it does not show Clients with a $0 ending balance.	Support Team This format was contributed by the Practice CS Support Team.		03/05/10	2009.2.3
Collections	A/R Recap A/R Recap Description: This report lists the beginning balance, invoices, receipts, service charges, adjustments, and ending balance.	Development Team This format was contributed by the Practice CS Development Team.		07/03/08	2009.1.3
Collections	A/R Summary (Aging by Days) A/R Summary (Aging by Days) Description: This report is the exact same as the Accounts Receivable Summary except that it shows aging in terms of days instead of periods. For example: 0-30 days, 31-60 days, 61-90 days, 91-120 days, and 120+ days.	Support Team This format was contributed by the Practice CS Support Team.		09/24/08	2009.1.3
Collections	Deposit Slip Information Deposit Slip Information Description: The Deposit Slip Information report provides a way to print deposit slip related information for a specific date range.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Collections	Deposit Slip (Horizontal) Deposit Slip (Horizontal) Description: This version of the deposit slip lists checks left to right and top to bottom.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Collections	Deposit Slip (Vertical) Deposit Slip (Vertical) Description: This version of the deposit slip lists checks top to bottom.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Collections	Deposit Ticket Deposit Ticket Description: This version of the deposit slip is formatted to fit on a narrower piece of paper.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Collections	Deposit Ticket (Forms CS 378L) Deposit Ticket (Forms CS 378L) Description: This version of the deposit slip is meant to be printed on Forms CS 378L. Some adjustments may be necessary to line up the form and Custom Format on your printer.	Development Team This format was contributed by the Practice CS Development Team.	Form	01/26/16	2014.2.5
Collections	Deposit Ticket (Forms CS 406LD1) Deposit Ticket (Forms CS 406LD1) Description: This version of the deposit slip is meant to be printed on Forms CS 406LD1. Some adjustments may be necessary to line up the form and Custom Format on your printer.	Development Team This format was contributed by the Practice CS Development Team.	Form	12/17/13	2013.2.2
Collections	Deposit Ticket (Forms CS 437LD1) Deposit Ticket (Forms CS 437LD1) Description: This version of the deposit slip is meant to be printed on Forms CS 437LD1. Some adjustments may be necessary to line up the form and Custom Format on your printer.	Development Team This format was contributed by the Practice CS Development Team.	Form	12/17/13	2013.2.2
Collections	Historical Collections and 5 Year Projections Historical Collections and 5 Year Projections Description: This report displays prior billing performance and estimates billing projections five years in advance based on the prior year variance. Data can be evaluated by Client, Engagement and other detail. The Detail Line 1 date should be set to Period to Date.	Support Team This format was contributed by the Practice CS Support Team.		12/17/13	2013.2.2
Collections	Open Receipts & Adjustments Open Receipts & Adjustments Description: The Open Receipts & Adjustments report provides an easy way to see all unapplied receipts.	Development Team This format was contributed by the Practice CS Development Team.		05/06/08	2009.1.3
Collections	Over Limit Accounts Receivable Summary Over Limit Accounts Receivable Summary Description: The Over Limit Accounts Receivable Summary provides a listing of all clients with accounts receivable balances over the specified limit and excludes clients with a limit of zero.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Collections	Receipt and Credit Applications Receipt and Credit Applications Description: This report is similar to the Receipt & Adjustment Journal from the old Practice Solution program. In particular, it lists the invoice number the receipt is applied to.	Development Team This format was contributed by the Practice CS Development Team.		05/15/12	2011.2.6
Collections	Service Charge Journal with Paid Status Service Charge Journal with Paid Status Description: This report is the same as the standard Service Charge Journal with the addition of a Paid column. This extra column allows you to see at a glance what service charges are paid off at any given time.	Support Team This format was contributed by the Practice CS Support Team.		08/14/08	2009.1.3

Invoices	Activity by Activity Type Activity by Activity Type Description: This format shows billed time summarized by Activity Type and Activity.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Activity by Client Activity by Client Description: This invoice format shows billed time summarized by Client and Activity.	Support Team This format was contributed by the Practice CS Support Team.		12/20/16	2016.2.2
Invoices	Activity by Engagement Activity by Engagement Description: This format shows billed time summarized by Engagement and Activity.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Invoices	Activity Category by Client Activity Category by Client Description: This invoice format shows billed time summarized by Client and Activity Category.	Support Team This format was contributed by the Practice CS Support Team.,/p>		12/20/16	2016.2.2
Invoices	Block Style Block Style Description: This invoice format shows billed amounts summarized by Activity. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Block Style with Detail Block Style with Detail Description: This invoice format shows individual detail lines summarized by Engagement. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Block Style with Expense Detail Block Style with Expense Detail Description: This invoice format is summarzied by engagement and shows detailed expenses. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	By Activity By Activity Description: This format shows billed time summarized by Activity.	Development Team This format was contributed by the Practice CS Development Team.		11/06/12	2012.1.3
Invoices	By Activity Category By Activity Category Description: This invoice format shows billed time summarized by Activity Category.	Support Team This format was contributed by the Practice CS Support Team.		11/06/12	2012.1.3
Invoices	By Engagement By Engagement Description: This format shows billed time summarized by Engagement.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Invoices	By Engagement (Office) By Engagement (Office) Description: This invoice format shows billed time summarized by Engagement and uses the Office address information based on the Office assigned to the Client instead of the default Firm office.	Support Team This format was contributed by the Practice CS Support Team.		12/17/13	2013.2.2
Invoices	By Engagement (Period) By Engagement (Period) Description: This invoice format shows billed time summarized by Engagement. However, this format is different from other Engagement formats by providing a sentence that includes the current period end date. For example: Write-up Services for the period ending 02/28/09).	Support Team This format was contributed by the Practice CS Support Team.		12/17/13	2013.2.2
Invoices	Engagement by Client Engagement by Client Description: This invoice format shows billed time summarized by Client and Engagement.	Support Team This format was contributed by the Practice CS Support Team.		12/20/16	2016.2.2
Invoices	Entry Detail by Activity and Activity Type Entry Detail by Activity and Activity Type Description: This invoice format shows detailed time grouped by Activity Type and Activity.	Support Team This format was contributed by the Practice CS Support Team.		11/06/12	2012.1.3
Invoices	Entry Detail by Engagement Entry Detail by Engagement Description: This format shows detailed time grouped by Engagement.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Gradient Style Gradient Style Description: This invoice format shows billed amounts summarized by Activity. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Gradient Style with Detail Gradient Style with Detail Description: This invoice format shows individual detail lines summarized by Engagement. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Pressure Seal Invoice (Z-Fold) Pressure Seal Invoice(Z-Fold) Description: This invoice format is designed for use in Z-Fold pressure seal mailers.	Chris Parker, CPA This format was contributed by Chris Parker, CPA.		11/06/12	2012.1.3
Invoices	Professional Style 1 Professional Style 1 Description: This invoice format shows billed amounts summarized by Activity. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Invoices	Professional Style 2 Professional Style 2 Description: This invoice format shows billed amounts summarized by Activity. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Rounded Box Style Rounded Box Style Description: This invoice format shows billed amounts summarized by Activity. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Rounded Box Style with Detail Rounded Box Style with Detail Description: This invoice format shows individual detail lines summarized by Engagement. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Rounded Style Rounded Style Description: This invoice format shows billed amounts summarized by Activity. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Rounded Style with Detail Rounded Style with Detail Rounded Style with Detail', 'Description: This invoice format shows individual detail lines summarized by Engagement. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Scroll Style Scroll Style Description: This invoice format shows billed amounts summarized by Activity. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Scroll Style with Detail Scroll Style with Detail Description: This invoice format shows individual detail lines summarized by Engagement. It was designed to be used with #9 and #10 standard envelopes with a single window. Please see the preview for specific formatting differences.	Development Team This format was contributed by the Practice CS Development Team.		12/20/16	2016.2.2
Invoices	Traditional Style with Projects Summarized Traditional Style with Projects Summarized Description: This invoice format shows billed amounts summarized by project. Any time not associated with a project is listed in detail with comments directly from the time entry. Expenses are displayed in a separate section.	Walker & Company, CPAs, P.C. This format was created by contributions from Walker & Company, CPAs, P.C. and the Practice CS Development team.		12/17/13	2013.2.2

Labels	#10 Envelope - Billing #10 Envelope - Billing Description: This format is designed for printing #10 envelopes with Billing contact information. Printers vary, so adjusting the margins on the envelope format may be required.	Development Team This format was contributed by the Practice CS Development Team.		07/24/12	2012.1.2
Labels	#10 Envelope - Contact #10 Envelope - Contact Description: This format is designed for printing #10 envelopes with contact information. Printers vary, so adjusting the margins on the envelope format may be required.	Support Team This format was contributed by the Practice CS Support Team.		12/17/13	2013.2.2
Labels	#10 Envelope - Preferred #10 Envelope - Preferred Description: This format is designed for printing #10 envelopes with Preferred contact information. Printers vary, so adjusting the margins on the envelope format may be required.	Development Team This format was contributed by the Practice CS Development Team.		07/24/12	2012.1.2
Labels	#10 Envelope - With Return Address - Billing #10 Envelope - With Return Address - Billing Description: This format is designed for printing #10 envelopes with Billing contact information. This format includes a return address. Printers vary, so adjusting the margins on the envelope format may be required.	Development Team This format was contributed by the Practice CS Development Team.		07/24/12	2012.1.2
Labels	#10 Envelope - With Return Address - Preferred #10 Envelope - With Return Address - Preferred Description: This format is designed for printing #10 envelopes with Preferred contact information. This format includes a return address. Printers vary, so adjusting the margins on the envelope format may be required.,/p>	Development Team This format was contributed by the Practice CS Development Team.		07/24/12	2012.1.2
Labels	Client - 8161 - 1" x 4" (No Duplicate) - Billing Client - 8161 - 1 x 4 (No Duplicate) - Billing Description: This address label format will hide the Billing Contact name if it is the same as the Client name.	Support Team This format was contributed by the Practice CS Support Team.		07/24/12	2012.1.2
Labels	Client - 8161 - 1" x 4" (No Duplicate) - Preferred Client - 8161 - 1 x 4 (No Duplicate) - Preferred Description: This address label format will hide the Preferred Contact name if it is the same as the Client name.	Support Team This format was contributed by the Practice CS Support Team.		07/24/12	2012.1.2
Labels	DYMO 1 1/8" X 3.5" - Billing DYMO 1 1/8 X 3.5 - Billing Description: This label works with DYMO label printers at the size specified in the title and includes Billing contact information.	Development Team This format was contributed by the Practice CS Development Team.		07/24/12	2012.1.2
Labels	DYMO 1 1/8" X 3.5" - Preferred DYMO 1 1/8 X 3.5 - Preferred Description: This label works with DYMO label printers at the size specified in the title and includes Preferred contact information.	Development Team This format was contributed by the Practice CS Development Team.		07/24/12	2012.1.2

Letters	1040 Pickup Acknowledgement 1040 Pickup Acknowledgement Description: This form provides a way for your 1040 Clients to acknowledge the receipt of their tax returns.	Business In Balance This format was contributed by Rick Dopuch of Business In Balance.		07/24/12	2012.1.2
Letters	Welcome Letter Welcome Letter Description: This letter provides an example of how to use database fields and custom formulas to accomplish a specific type of letter, in this case a welcome letter. In particular, this letter pulls the contact information for the Associate, Manager, and Partner for the client.	Development Team This format was contributed by the Practice CS Development Team.		07/24/12	2012.1.2
Letters	Welcome Letter Alternate 1 Welcome Letter Alternate 1 Description: This letter is the same as the Welcome Letter with the addition of some graphical formatting. This letter pulls the contact information for the Associate, Manager, and Partner of the client.	Development Team This format was contributed by the Practice CS Development Team.		07/24/12	2012.1.2

Lists	1040 Pickup Signature Form 1040 Pickup Signature Form Description: This form provides a way for your 1040 Clients to acknowledge the receipt of their tax returns.	Business In Balance The idea for this format was contributed by Business In Balance. The format itself was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Lists	Client Collection Summary (>= $600) Client Collection Summary (>= $600) Description: This Client Listing report shows clients and their collected amount if their collected amount for the year was >= $600.	Development Team This format was contributed by the Practice CS Development Team.		01/14/10	2009.2.3
Lists	Client Family Listing Client Family Listing Description: The Client Family Listing report shows only those Clients who are a part of a Client family. For best viewing results group by Client Family.	Support Team This format was contributed by the Practice CS Support Team.		05/18/10	2009.2.5
Lists	Client ID and Sort List (3 Columns) Client ID and Sort List (3 Columns) Description: This report lists the Client ID and Client Sort in 3 columns.	Support Team This format was contributed by the Practice CS Support Team.		07/03/08	2009.1.3
Lists	Client Listing (Phones/Address) Client Listing (Phones/Address) Description: This version of the Client Listing report contains the primary, business, fax, and home phone numbers as well as the address.	Support Team This format was contributed by the Practice CS Support Team.		07/15/08	2009.1.3
Lists	Client Listing (Phones/Email) Client Listing (Phones/Email) Description: This version of the Client Listing report contains the primary, business, fax, and home phone numbers as well as the e-mail address.	Support Team This format was contributed by the Practice CS Support Team.		07/15/08	2009.1.3
Lists	Client Listing (Portrait with 2 Columns) Client Listing (Portrait with 2 Columns) Description: This version of the Client Listing report has two columns that make it easier to view address and phone information.	Linsalata & Co., P.C. This report was contributed by Julie H. at Linsalata & Co., P.C.		05/15/12	2012.2.6
Lists	Client Listing (Portrait) Client Listing (Portrait) Description: This is the same as the standard Client Listing report except that the Client address was removed to enable the report to print in portrait.	Support Team This format was contributed by the Practice CS Support Team.		06/18/08	2009.1.3
Lists	Client Listing with Mailing Address Client Listing with Mailing Address Description: This is the same as the standard Client Listing report with the addition of the mailing address.	Development Team This format was contributed by the Practice CS Development Team.		05/06/08	2009.1.3
Lists	Client Listing with Client Name 1 Client Listing with Client Name 1 Description: This is the same as the standard Client Listing report except that instead of the Client Sort it shows Client Name 1.	Development Team This format was contributed by the Practice CS Development Team.		05/06/08	2009.1.3
Lists	Client Notes Client Notes Description: This report lists Client ID, Sort, and any Notes entered for the Client on the Practice CS Notes tab (in Client Setup).	Support Team This format was contributed by the Practice CS Support Team.		09/23/15	2014.1.2
Lists	Client Profile/Questionnaire Client Profile/Questionnaire Description: This report contains the name and contact information for a client. It is designed to be a customer facing report that would be given to a client to verify their existing profile or add additional information. It can be customized to include Custom Fields specific to your firm.	Development Team This format was contributed by the Practice CS Development Team.		11/17/08	2009.1.3
Lists	Clients (All Contact Information) Clients (All Contact Information) Description: This version of the Client list report shows all the contact information for each client. It includes all addresses, e-mail addresses, and phone numbers for the clients as well as noting the primary of each with an asterisk.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Lists	Clients (With Service Charges Setup) Clients (With Service Charges Setup) Description: This report lists the beginning balance, invoices, receipts, service charges, adjustments, and ending balance.	Support Team This format was contributed by the Practice CS Support Team.		07/03/08	2009.1.3
Lists	Clients (Without Service Charges Setup) Clients (Without Service Charges Setup) Description: This report lists all the Clients that are not setup to assess service charges.	Support Team This format was contributed by the Practice CS Support Team.		07/03/08	2009.1.3
Lists	Clients Not Billed Clients Not Billed Description: This report shows all the Clients that have not been billed for an amount > $0 during the period. It also shows their WIP and A/R balances through the end of the period. This report excludes Clients with a $0.00 WIP balance.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Lists	Engagement Labels Engagement Labels Description: This report prints client contact information based on client engagements onto a 1 x 2.5 label. For best results, filter the report for a single Engagement Template.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Lists	Excel Client List Excel Client List Description: This version of the Client Listing report is optimized for printing to Excel.	SILVERSTEIN & ASSOCIATES, An Accountancy Corporation This report was contributed by SILVERSTEIN & ASSOCIATES, An Accountancy Corporation.		09/17/14	2014.1.3
Lists	Excel Mail Merge - Contacts Excel Mail Merge - Contacts Description: This report was designed to be printed to Excel and then used for a mail merge. It contains most of the Contact setup information.	Support Team This format was contributed by the Practice CS Support Team.	Demo	09/17/14	2014.1.3
Lists	Excel Mail Merge - Full Client Detail Excel Mail Merge - Full Client Detail Description: This report was designed to be printed to Excel and then used for a mail merge. It contains most of the Client setup information.	Development Team This format was contributed by the Practice CS Development Team.	Demo	09/17/14	2014.1.3
Lists	Excel Mail Merge - Full Engagement Detail Excel Mail Merge - Full Engagement Detail Description: This report was designed to be printed to Excel and then used for a mail merge. It contains Client and Engagement information.	Development Team This format was contributed by the Practice CS Development Team.	Demo	09/17/14	2014.1.3
Lists	Excel Mail Merge - Mailing Address Excel Mail Merge - Mailing Address Description: This report was designed to be printed to Excel and then used for a mail merge.	Development Team This format was contributed by the Practice CS Development Team.		09/17/14	2014.1.3
Lists	Recurring Bills Recurring Bills Description: This report shows all the Clients with recurring bill Engagements.	Development Team This format was contributed by the Practice CS Development Team.		05/06/08	2009.1.3

Production	Calendarized Activity Calendarized Activity Description: The Calendarized Activity report can provide insight into what happened with a client for the last 12 months. This report shows 4 totals for each month: Produced, Adjusted, Invoiced, and Hours/Units. It is similar to the report with the same name from the older Practice Solution program. Click the link for more information.	Development Team This format was contributed by the Practice CS Development Team.		12/08/08	2009.1.3
Production	Billing Summary Billing Summary Description: The Billing Summary is similar to the report with the same name from the older Practice Solution program.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Production	Daily Time Summary Daily Time Summary Description: The Daily Time Summary allows you to see the number of hours entered per day by staff. Click the link for more information.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Production	Expense Listing with Login Filter Expense Listing with Login Filter Description: This report details expense information for the logged in Staff.	Consulting Team This format was contributed by Consulting and the Practice CS Development Team.		05/15/12	2011.2.6
Production	Expense Listing with Login Filter 2 Expense Listing with Login Filter 2 Description: This version of the Expense Listing report is ideal for those Staff that do not have rights to view WIP Amounts in Time & Expense Entry. The report details the calculated amount (instead of the WIP amount, which can be overridden) of expense information for the logged in Staff. It also shows entries that have not been approved and posted yet.	Development Team This format was contributed by the Practice CS Development Team.		05/15/12	2011.2.6
Production	Firm Monthly Productivity Recap Firm Monthly Productivity Recap Description: Provides a monthly snapshot of Hours/Standard Amount. Can be detailed by Firm, Staff, and more.	Consulting Team This format was contributed by the Consulting Team.		12/17/13	2013.2.2
Production	Monthly Comp Time Exception Monthly Comp Time Exception (1:1) Description: This report compares actual hours to target hours to verify Comp Time earned or used on a daily basis. It assumes 1 hour of Comp Time is earned for every hour above the daily target.	Gislason Targownik Peters This format was contributed by Gislason Targownik Peters with help from the Practice CS Development Team.		12/17/13	2013.2.2
Production	Over Limit Work-in-Process Summary Over Limit Work-in-Process Summary Description: The Over Limit Work-in-Process Summary provides a listing of all clients with work-in-process balances over the specified limit and excludes clients with a limit of zero.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Production	Production Analysis (Without Expenses) Production Analysis (Without Expenses) Description: This version of the Production Analysis report does not include expense units or amounts.	Development Team This format was contributed by the Practice CS Development Team.		12/18/09	2009.1.3
Production	Profit Report Profit Report Description: This report calculates the overall profitability of what you choose to detail by. This flexibility allows you to recreate reports such as the Staff Profit Report from the older Practice Solution program.	Development Team This format was contributed by the Practice CS Development Team.		02/01/11	2010.2.4
Production	Project Budget to Actual with Time Detail Project Budget to Actual with Time Detail Description: When Grouped by Project Number, this report shows Project budget to actual numbers and time detail. It is highly recommended that you filter by Client or Project to improve performance.	Development Team This format was contributed by the Practice CS Development Team.		02/17/10	2009.2.4
Production	Seven Day Time Recap Seven Day Time Recap Description: This report shows a seven day summary of time entered. It also provides subtotals of billable, non-billable, and administrative time. Grouping by Staff is recommended but not required.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Production	Summary Billing Worksheet Summary Billing Workshee Description: This report is essentially equivalent to the Summary (Billing) Worksheet report from the older Practice Solution program. Click the link for more information.	Development Team This format was contributed by the Practice CS Development Team.		05/06/08	2009.1.3
Production	Time and Expense Entry Analysis - Chart Time and Expense Entry Analysis - Chart Description: This report shows time and expense entry data in chart form. NOTE: This report requires Practice CS version 2011.2.0 or later.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Production	Time and Expense Entry Analysis - Comparative Chart Time and Expense Entry Analysis - Comparative Chart Description: This report shows time and expense entry data in chart form for easy yearly analysis. NOTE: This report requires Practice CS version 2011.2.0 or later.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Production	Time Sheet Report with Detail Time Sheet Report with Detail Description: This report shows the hours worked per day for a two week period you specify.	Consulting Team This format was contributed by the Consulting Team.		08/31/09	2009.2.0
Production	Time Summary with Administrative Detail Time Summary with Administrative Detail Description: This report shows hours summarized by Admin, Billable, and Non-Billable. For best results detail this report by Activity and Group By Staff.	Development Team This format was contributed by the Practice CS Development Team.		11/30/10	2009.1.3
Production	Time without Task Time without Task Description: This report is similar to the standard Time & Expense Listing report except that it only shows entries that meet the following criteria: Project selected and no task selected.	Consulting Team This format was contributed by the Consulting Team.		08/14/08	2009.1.3
Production	T&E Journal (Separate Columns) T&E Journal (Separate Columns) Description: This report is similar to the standard Time & Expense Journal report but with the Hrs/Units column separated into two columns (Expense Units and Hrs).	Support Team This format was contributed by the Practice CS Support Team.		06/18/08	2009.1.3
Production	T&E Journal with Biller Note T&E Journal with Biller Note Description: This report is the same as the standard Time & Expense Journal except that it also includes the Biller Note.	Development Team This format was contributed by the Practice CS Development Team.		02/26/09	2009.1.3
Production	T&E Journal with Login Filter T&E Journal with Login Filter Description: This report is the same as the standard Time & Expense Journal except that it will only show the time entered for the currently logged in staff.	Development Team This format was contributed by the Practice CS Development Team.		05/15/12	2011.2.6
Production	T&E Journal with WIP Amount T&E Journal with WIP Amount Description: This report is the same as the standard Time & Expense Journal with the addition of the WIP amount column.	Development Team This format was contributed by the Practice CS Development Team.		05/23/08	2009.1.3
Production	T&E Listing (Separate Columns) T&E Listing (Separate Columns) Description: This report is similar to the standard Time & Expense Listing report but with the Hrs/Units column separated into two columns (Expense Units and Hrs).	Development Team This format was contributed by the Practice CS Development Team.		05/12/08	2009.1.3
Production	T&E Listing with Login Filter T&E Listing with Login Filter Description: This report is the same as the standard Time & Expense Listing except that it will only show the time entered for the currently logged in staff.	Development Team This format was contributed by the Practice CS Development Team.		05/15/12	2011.2.6
Production	T&E Listing with Login Filter 2 T&E Listing with Login Filter 2 Description: This report is similar to the T&E Listing with Login Filter. It differs in that it has columns for Activity Class (Billable, Non-billable, and Admin). Hours and expense units are also in separate columns.	Support Team This format was contributed by the Practice CS Support Team.		05/15/12	2011.2.6
Production	Work-in-Process Aging Work-in-Process Aging Description: This report shows Work-in-Process aging in portrait layout.	evelopment Team This format was contributed by the Practice CS Development Team.		09/26/08	2009.1.3
Production	Work-in-Process Aging by Days Work-in-Process Aging by Days Description: This report shows Work-in-Process aging in 30 day increments. This report must be detailed by Client and can be grouped by any Client based criteria.	Support Team This format was contributed by the Practice CS Support Team.		03/24/14	2013.2.2
Production	Work-in-Process Aging with Units Work-in-Process Aging with Units Description: This report shows Work-in-Process aging in portrait layout and includes units	Support Team This format was contributed by the Practice CS Support Team.		02/09/10	2009.2.4
Production	Work-in-Process Recap Work-in-Process Recap Description: This report lists the beginning balance, produced, billed, billing adjustments, progess bills, and ending balance.	Development Team This format was contributed by the Practice CS Development Team.		07/03/08	2009.1.3
Production	Work-in-Process with Units Work-in-Process Summary with Units Description: This version of the Work-in-Process Summary includes units.	Development Team This format was contributed by the Practice CS Development Team.		02/09/10	2009.2.4

Project Management	Excel Mail Merge - By Project Excel Mail Merge - By Project Description: This report was designed to be printed to Excel and then used for a mail merge for Project letters.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Project Management	Excel Project Template Listing Excel Project Template Listing Description: This report is designed for printing to Excel for easier Project Template comparison.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Project Management	GoFileRoom Export Report GoFileRoom Export Report Description: This report is designed to be printed to Excel and then used for a bulk file import into GoFileRoom.	Consulting Team This format was contributed by the Consulting Team.		12/17/13	2013.2.2
Project Management	Over Budget Projects Over Budget Projects Description: This report provides a quick way to see projects that are over their budgeted amount by more than 5%. Click the link for more information.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Project Management	Over Budget Tasks Over Budget Tasks Description: This report provides a quick way to see tasks that are over their budgeted amount by more than 5%. Click the link for more information.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Project Management	Project Labels Project Labels Description: This report prints client contact information based on projects onto a 1 x 2.5 label. For best results, filter the report for a single Project Template.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Project Management	Project Tracking and Analysis Project Tracking and Analysis Description: This modified Project Tracking report uses color and date calculations to make due dates and target dates easier to monitor.	Mark H. at Conklin Hruzek & Co., P.C. This format was created by Mark H. at Conklin Hruzek & Co., P.C. with help from the Practice CS Development Team. The original suggestion was submitted through the Practice CS Suggestion Library.		12/17/13	2013.2.2
Project Management	Project Tracking and Analysis (Highlighted Rows) Project Tracking and Analysis (Highlighted Rows) Description: This modified Project Tracking report uses color and date calculations to make due dates and target dates easier to monitor.,/p>	Mark H. at Conklin Hruzek & Co., P.C. This format was created by Mark H. at Conklin Hruzek & Co., P.C. with help from the Practice CS Development Team. The original suggestion was submitted through the Practice CS Suggestion Library.		12/17/13	2013.2.2
Project Management	Project Tracking with Notes Project Tracking with Notes Description: This modified Project Tracking report includes a Notes column. For best results group by Client and Project.	Tzinberg & Dowdy, P.C. This format was contributed by Tzinberg & Dowdy, P.C. with help from the Practice CS Development Team.		12/17/13	2013.2.2
Project Management	Project Tracking with Notes Portlet Project Tracking with Notes Portlet Description: This modified Project Tracking report includes Notes and is formatted to fit a dashboard portlet.	Tzinberg & Dowdy, P.C. This format was contributed by Tzinberg & Dowdy, P.C. with help from the Practice CS Development Team.		12/17/13	2013.2.2
Project Management	Routing Sheet Alternate 1 Routing Sheet Alternate 1 Description: This report is similar to the standard Routing Sheet report. However, the report is reorganized to draw the eye to key information (such as Client, Project, and current due date).	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Project Management	Routing Sheet Alternate 2 Routing Sheet Alternate 2 Description: This report is an alternative to the default Routing Sheet. You may need to modify the format for it to match the procedures at your firm.	Alexander Thompson Arnold, PLLC This format was contributed by Mike Hewitt with Alexander Thompson Arnold, PLLC.		09/17/14	2014.1.3
Project Management	Routing Sheet Alternate 3 Routing Sheet Alternate 3 Description: This report is is an alternative to the default Routing Sheet. You may need to modify the format for it to match the procedures at your firm.	Alexander Thompson Arnold, PLLC This format was contributed by Mike Hewitt with Alexander Thompson Arnold, PLLC.		09/17/14	2014.1.3
Project Management	Routing Sheet Alternate 4 Routing Sheet Alternate 4 Description: This report is is an alternative to the default Routing Sheet. You may need to modify the format for it to match the procedures at your firm.	Alexander Thompson Arnold, PLLC This format was contributed by Mike Hewitt with Alexander Thompson Arnold, PLLC.		09/17/14	2014.1.3
Project Management	Routing Sheet Alternate 5 Routing Sheet Alternate 5 Description: This report is is an alternative to the default Routing Sheet. You may need to modify the format for it to match the procedures at your firm.	Alexander Thompson Arnold, PLLC This format was contributed by Mike Hewitt with Alexander Thompson Arnold, PLLC.		09/17/14	2014.1.3
Project Management	Routing Sheet Alternate 6 Routing Sheet Alternate 6 Description: This report is is an alternative to the default Routing Sheet. You may need to modify the format for it to match the procedures at your firm.	Alexander Thompson Arnold, PLLC This format was contributed by Mike Hewitt with Alexander Thompson Arnold, PLLC.		09/17/14	2014.1.3
Project Management	Routing Sheet Alternate 7 Routing Sheet Alternate 7 Description: This report is is an alternative to the default Routing Sheet. You may need to modify the format for it to match the procedures at your firm.	Alexander Thompson Arnold, PLLC This format was contributed by Mike Hewitt with Alexander Thompson Arnold, PLLC.		09/17/14	2014.1.3
Project Management	Task Tracking (Ready, Phone, Comments) Task Tracking (Ready, Phone, Comments) Description: This report is similar to the Task Tracking report except that it only shows tasks that are Ready.	Lawhorn & Associates, PLLC This format was contributed by Doug Hathaway with Lawhorn & Associates, PLLC		12/17/13	2013.2.2
Project Management	Task Tracking (Ready, Received, Login Filter) Task Tracking (Ready, Received, Login Filter) Description: This report is similar to the Task Tracking report except that it only shows tasks that are ready, received, and for the currently logged in Staff.	SMT & Associates, Inc This format was contributed by SMT & Associates, Inc as well as the Practice CS Development team.		12/17/13	2013.2.2
Project Management	Workflow Budget to Actual Workflow Budget to Actual Description: This report is similar to the Project Budget to Actual report except that the information displayed relates to the linked GoFileRoom Workflow.	Development Team This format was contributed by the Practice CS Development Team.		10/23/12	2012.2.1
Project Management	Workflow Task Budget to Actual Workflow Task Budget to Actual Description: This report is similar to the Task Budget to Actual report except that the information displayed relates to the linked GoFileRoom Workflow.	Development Team This format was contributed by the Practice CS Development Team.		10/23/12	2012.2.1

Reconciliation	Calendarized Activity - With Collected Calendarized Activity - With Collected Description: The Calendarized Activity report can provide insight into what happened with a client for the last 12 months. This report shows 4 totals for each month: Produced, Adjusted, Invoiced, and Collected. It is similar to the report with the same name from the older Practice Solution program. Click the link for more information.	Development Team This format was contributed by the Practice CS Development Team.		03/24/14	2013.2.2
Reconciliation	Client WIP/AR Aging Client WIP/AR Aging Description: This report provides A/R and WIP Aging in an easy to read summary.	Consulting Team This format was contributed by the Consulting Team.		12/17/13	2013.2.2
Reconciliation	Client Summary Client Summary Description: This report provides A/R and WIP information in an easy to read summary. It is modeled off of the Client Summary from the older Practice Solution program. The following columns were also added to the report: Service Charges and Current Progress Bill.	Development Team This format was contributed by the Practice CS Development Team.		07/25/12	2012.1.2
Reconciliation	Key Totals Key Totals Description: This report is designed to mimic the Key Totals portlet, however it allows for more control over date ranges and grouping levels displayed. The size of this report is ideal for use as a Custom Portlet within a dashboard.	Development Team This format was contributed by the Practice CS SupportTeam.		06/05/15	2014.1.2
Reconciliation	Two-Year Summary Two-Year Summary Description: This report provides two years of Produced, Billed, and Collected information by Client for the firm year that includes the current period and the prior year.	Development Team This format was contributed by the Practice CS Development Team.		07/25/12	2012.1.2

Staff Management	Accrued PTO Accrued PTO Description: This report uses the Staff Cost field and accrued leave amounts to calculate and display the dollar amounts due Staff for accrued paid time off. This figure comes in handy for adjusting the firm books at the end of each month.	David Futcher This format was contributed by David Futcher.		07/25/12	2012.1.2
Staff Management	Staff Capacity Analysis Chart Staff Capacity Analysis Chart Description: This report shows Staff availability in a graphical format.	Development Team This format was contributed by the Practice CS Development Team.		07/25/12	2012.1.2
Staff Management	Staff Schedule Summary Chart Staff Schedule Summary Chart Description: This report shows the Staff Schedule Summary in a graphical format.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Staff Management	Staff Target Summary with Total Hours Staff Target Summary with Total Hours Description: This format adds total hour values onto the Staff Target Summary report.	Support Team This format was contributed by the Practice CS Support Team.		03/24/14	2013.2.2

Statements	A/R Balance Letter A/R Balance Letter Description: This statement format is setup as a letter that can be customized. It was intended to be used in cases where you want to send a letter to Clients with balances over X days old. You can use the Options on the Print Statements screen to configure Client selection.	Support Team This format was contributed by the Practice CS Support Team.		12/17/13	2013.2.2
Statements	A/R Ledger Detail A/R Ledger Detail Description: This statement format displays a beginning A/R balance, current period activity and amount due.	Support Team This format was contributed by the Practice CS Support Team.		12/17/13	2013.2.2
Statements	A/R Ledger Detail (No $0 Invoices) A/R Ledger Detail (No $0 Invoices) Description: This statement format displays a beginning A/R balance, current period activity and amount due. In this version $0 invoices will not show up on the statement.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Statements	A/R Open Items Only A/R Open Items Only Description: This statement format displays open A/R items and amount due.	Support Team This format was contributed by the Practice CS Support Team.		12/17/13	2013.2.2
Statements	A/R Open Items with Current Activity A/R Open Items with Current Activity Description: This statement format displays prior-period open A/R items, current period activity and amount due.	Support Team This format was contributed by the Practice CS Support Team.		12/17/13	2013.2.2
Statements	A/R Open Items with Current Activity (No $0 Invoices) A/R Open Items with Current Activity (No $0 Invoices) Description: This statement format displays prior-period open A/R items, current period activity and amount due. In this version $0 invoices will not show up on the statement.	Development Team This format was contributed by the Practice CS Development Team.		12/17/13	2013.2.2
Statements	Rounded Box Style Rounded Box Style Description: This statement format works well with the Rounded Box Style invoice format.	Danta Chase & Co., CPAs, PS This format was contributed by Tina Rheinford with Danta Chase & Co., CPAs, PS		12/17/13	2013.2.2

Competitor Reports	Billing Report Billing Report Description: This report format is designed to mimic the Billing Report from ProSystem fx Practice Management.	Development Team This format was contributed by the Practice CS Development Team.		07/02/12	2012.1.2
Competitor Reports	Client Production Client Production Description: This report format is designed to mimic the Client Production report from ProSystem fx Practice Management.	Development Team This format was contributed by the Practice CS Development Team.		07/02/12	2012.1.2
Competitor Reports	Client Profit Client Profit Description: This report format is designed to mimic the Client Profit report from ProSystem fx Practice Management.	Development Team This format was contributed by the Practice CS Development Team.		07/02/12	2012.1.2
Competitor Reports	Employee Posted Summary Employee Posted Summary Description: This report format is designed to mimic the Employee Posted Summary report from ProSystem fx Practice Management.	Development Team This format was contributed by the Practice CS Development Team.		07/02/12	2012.1.2
Competitor Reports	High Client Billing High Client Billing Description: This report format is designed to mimic the High Client Billing report from ProSystem fx Practice Management.	Development Team This format was contributed by the Practice CS Development Team.		07/02/12	2012.1.2
Competitor Reports	Project Estimates Worksheet Project Estimates Worksheet Description: This report format is designed to mimic the Project Estimates Worksheet report from ProSystem fx Practice Management.	Development Team This format was contributed by the Practice CS Development Team.		07/02/12	2012.1.2

Practice CS Library

Custom Formats

Filtering Custom Formats by keyword:

Billing Analysis with Discount

Support Team

Billing Worksheet (No Cost)

Development Team

Billing Worksheet (Portrait Separate Hrs/Units)

Schroedel, Scullin & Bestic, LLC

Billing Worksheet (Portrait)

Support Team

Billing Worksheet (Portrait) Alternate 1

Development Team

Billing Worksheet (Separate Hrs/Units)

Support Team

Detail Worksheet

Development Team

Excel Export of Invoice Detail

Luke Kociuba with Neeka Accountancy Corporation

Firm Monthly Billing Recap

Consulting Team

Invoice Journal (Separate Columns)

Support Team

Invoice Journal with Paid/Open Amount

Support Team

Invoice Journal with WIP Adjustments

Consulting Team

Invoice Journal with WIP Comments

Development Team

Three-Year Billing Analysis

Mark H. at Conklin Hruzek & Co., P.C.

Unpaid Invoices

Support Team

Write-Ups and Write-Downs

Development Team

Interaction Listing Alternate 1

Development Team

Interaction Listing Portlet

Development Team

Phone Messages Portlet

Development Team

24 Period Chart

Development Team

24 Period Chart - Comparative

Development Team

A/R Aging by Days

Copeland, Buhl & Company

A/R Aging Only

Development Team

A/R Aging Only (Older than 30 Days)

Development Team

A/R Aging Only (Older than 90 Days)

Support Team

A/R Aging Only (Older than 360 Days)

Copeland, Buhl & Company

A/R Aging Only with Phones

Development Team

A/R Ledger (No $0 Ending Balances)

Support Team

A/R Recap

Development Team

A/R Summary (Aging by Days)

Support Team

Deposit Slip Information

Development Team

Deposit Slip (Horizontal)

Development Team

Deposit Slip (Vertical)

Development Team

Deposit Ticket

Development Team

Deposit Ticket (Forms CS 378L)

Development Team

Deposit Ticket (Forms CS 406LD1)

Development Team

Deposit Ticket (Forms CS 437LD1)

Development Team

Historical Collections and 5 Year Projections

Support Team

Open Receipts & Adjustments