Client PL Report All the dues and fees and payments-related reports are based on the client’s date filters. This way, you can see e all the ins and outs of payments for one client and all clients based on your filter. Working with hundreds of clients at a time can make you forget to send invoices and project reports to some clients, which may leave them disgruntled. The client PL report feature of the CA OMS lets you better organize your work per the client’s requirements and keep them happy. Timely work reports and project status updates must keep the client returning.
The CA OMS app lets its users store all the details of the clients and their projects. You can set reminders and alerts to send reports to each client. The CA OMS software lets you better control the workflow by ensuring no client is disappointed. The client PL report also reminds you when you have to send invoices, a reminder to the client, schedule a meeting, and more. You can customize your preference for each project and
client by setting a priority level. For instance, you can set alerts for projects of high priority over the less urgent ones.