Yes, there are multiple pre-built reports (like 1099 Tax Reports) ready as soon as you log into Centerbase. These report templates analyze data such as:
Billing
Quickly generate reports to understand what receivables are due to be collected, identify high revenue clients, and month-to-date payments.
Accounting
Run segmented P&L reports by location, practice area or partner to quickly understand where money is being made or lost. Quickly generate comparative reports to compare prior periods.
Budgeting
Quickly build general ledger budgets to identify trends, timekeeper budgets to hit more targets and matter budgets to keep clients satisfied.
Productivity
Drill into how your staff uses their time. See how much billable time has been entered in any date range, and the difference between worked and billed hours.
Compensation: Production
Run reports that match your firm’s compensation model. Centerbase includes stock reports or tools to make custom reports so you’re no longer compensating on a spreadsheet.
Compensation: Origination
Calculate compensation for one or multiple attorneys for new opportunities they’ve brought to the firm. Set up origination tables based on effective date ranges if compensation changes over time.
