CA Practice Management Software | CA office management Software

Easy Compliance Help - Service Billing Reports

In Easy Compliance, you can view client services which are billed and pending for billing in the Service Billing Reports.

Billable Service Report

In the Billing Service Report, you can see the services for which billing is done, and those for which billing is yet to be done.

To view the Billable Service Report, in Reports menu, click Bills/Expense and then click Billable Service Report.

Billable Service Report menu

In the page that opens, you can search Billable services byClient Name, Service Code,Month or Bill No. Click List to view the list of services.

Billable Service Report

Billable Mismatch Report

Billable Mismatch Report shows the mismatch, if any, between the Bill Amount and Billable Amount.

To view Billable Mismatch Report, in the Reports menu, click Bills/Expense and then click Billable Mismatch Report.

Billable Mismatch Report menu

In the page that opens, select the Client Name and Bill No. to view bills and locate mismatch, if any.

Billable Mismatch Report

You can also Export the results to an editable excel file by clicking the Export button.

Billable Mismatch Report Export button