Feature Requests

Submit your suggestions and upvote existing ideas.

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Easy to read Ledger Report

I would like to easily see in column format (across the top): Fee Amount (sent invoice w/date or unbilled as of report date), Hours, Expense (sent invoice or unbilled), Expenses Amount (sent invoice w/date or unbilled as of report date), Payment Amount (payment date-CC, check,..), Bill Total, Balance Due.

Date Ref# Fee Amount Hours Expense Amount Payment Amount Bill Total Balance Due

07/05/22 Cash $5,000.00 -$5,000.00

07/31/22 16736 $1,800.00 4.50 $1,800.00 -$3,200.00

08/31/22 16911 $2,500.00 6.80 $2,500.00 - 700.00

09/16/22 Check $5,000.00 -$5,700.00

09/30/22 17040 $ 520.00 1.30 $175.00 $ 695.00 -5,005.00

10/05/22 WIP $ 1,090.00 2.20 $1,090.00 -$3,915.00


  • Lisa Nowell
  • Jul 10 2023
How often would you use this request?

ALMOST EVERY DAY

  • Attach files
  • Guest commented
    July 19, 2023 14:24

    I agree. A streamlined ledge report would be of great use. I am assuming that by ref# you mean the invoice number. Another helpful column would be timekeeper.

    I would use this report on a weekly basis.


  • Admin
    Shoaib Mehmood commented
    July 18, 2023 07:17

    You may want to check the Payment History report for these details.