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Annual Client Charges Report

Feature Request

It would be helpful to have a report to show fees received by all clients on a 12 months basis.

Area of the system
Posted by Jade Sylvester ·
Status: Rejected2 comments

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Comments2

  • Zoe Coxon

    •

    Jul 16, 2025

    Hi Jade, you can get this information within the Income Reconciliation export if you choose the year as the date range and choose ‘reconciled’ fees.

    • Jade Sylvester

      •

      Jul 21, 2025

      Hi Zoe, Thank you for your reply. I have taken a look but I was hoping for a report that would give the annual total income received per client. If I’m missing something please let me know! :)