Action Reports
Action Reports
Contained within the reports included with your purchase, these Action Reports are the real solution solvers.
ProjFinByClient: ProjFinByClient shows you total estimated amounts, deposits received, and average project rates for each client in one glance. Filter by date range or project status to see who owes what. No more hunting through emails to remember if a client paid their deposit or what rate you quoted.
OverdueProjects: OverdueProjects surfaces every late deliverable by client, showing how many projects are past due and their total dollar value. Run this report weekly to prioritize catch-up work and reach out to clients before small delays become relationship problems.
TimeEntryList: TimeEntryList captures every work session with start time, end time, billable hours, overtime, and line amounts tied to specific projects and service types. Filter by date range or client to generate accurate invoices, and flag which entries are approved and ready to bill.
Common Questions
Q: Do I need Microsoft Access to use this database?
A: You can use Microsoft Access on Windows, or the free Microsoft Access Runtime.
Q: Is this a subscription?
A: No. One-time purchase with lifetime access.
Q: When do I get the download?
A: Immediately after PayPal completes your payment.
Q: Does it work on Windows 10 and 11?
A: Yes - compatible with Windows 10 and 11.
Q: How fast can I start using it?
A: Most people can be up and running the same day - download, open it, and start entering data.
Q: What if I'm not very technical?
A: It's designed for simple, day-to-day use with pre-built screens for easy data entry.
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