This report shows summary of account values, billing rates, billable balance and management fees. Generated for an individual client or the whole practice.
Client Name: Name of the client to whom the management fee is charged during the reporting period.
Date: Date the charge item occurred.
Description: The description of the fee that was entered when you added this billing.
Effective rate %: The effective rate for management fee charged to this client.
Billable balance: The billable balance for this management fee item.
Bill amount: Amount of bill.
Management Fee Amount: Management fee for this item.
Management Fee Total: Total management fees for this client.