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Workflows

Generate Client Reports

Use this when you need a client-facing report from project data.

Report Types

Ledger supports reports such as:

  • Invoice report.
  • Client summary report.
  • Property management report.

Before You Start

Open the project and confirm the data is accurate:

  • Items.
  • Spaces.
  • Prices.
  • Transactions.
  • Invoices.
  • Budget categories.

Steps

  1. Open the project.
  2. Go to Finances.
  3. Open Reports.
  4. Choose the report type.
  5. Review the report on screen.
  6. Print or share the report if needed.

Common Issues

  • If items are missing from a property management report, confirm they are assigned to spaces.
  • If a client summary looks incomplete, check item prices and categories.
  • If an invoice report looks wrong, open the invoice and review its lines.

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