The Reporting

For businesses juggling multiple subsidiary companies, clean customer-facing invoices can feel like an efficiency game you can never win. In this session, Brian Wells of Fort Miller Group walks through how his team used Advanced Calculations in DAS and ProReports to drastically simplify their invoicing process, including practical guidance on one of the most common questions report writers face: when do you run the calculation in DAS, and when do you run it in ProReports? Add Automator to the mix for seamless distribution, and you have a full-court strategy for professional, accurate invoices that practically run themselves.