Finance: Client Report Panel

Inside of the Client Report Panel table, it will reflect the populated payment schedule entries that generate the sums available in the Client Report by focused Client companies. The Project ID is used for the Project correlated to the focus payment schedule row.

Panel View Details: 

• Payment ID includes the payment per Payment Schedule for the Focused Client in the panel.
• Due Date is retrieved from the Payment Schedule Table for the focused project and payment entry. 
• Paid Date is retrieved from the Payment Schedule for the focused project and payment entry. 
• Total Amount Due reflects the Total Amount Due for the Project based on the Project Fees.
• Paid is the Total amount paid for the payment entry, and 
• Balance reflects the Balance Due for the Project in total.
• Futures capture any Project Fees that are recorded on Projects without a Payment Schedule present.

Users can filter by Project ID inside of the panel.

Users can download payment information in the finance panel.

Finance permission is required for download.

All downloads are logged in the event table.