Cashflow and revenue reports

Firm - View Cashflow and Revenue Information

You can run a range of reports on your cashflow and revenue, which you can use to:

• See payments each partner has received.
• View your firm's revenue for the month.
• See how much revenue each client manager has brought in.
• See the cumulative revenue generated by each partner.
• Access a breakdown of revenue according to jobs or invoices.
• View the total payments received by your firm for each month in the selected year.
• See the total amount your firm charged out each month in the selected financial year.

Cashflow and revenue reports available in CCH iFirm are the following:

• Annual cashflow;
• Annual revenue;
• Cashflow analysis by partner;
• Cashflow analysis by manager;
• Revenue analysis by partner;
• Revenue analysis by manager;
• Revenue analysis by client type;