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Top Producer 7i
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Income and Expense Tracking



The latest release of TOP PRODUCER 7i also includes a comprehensive Income and Expense Tracking feature. Maintain as many income and expense categories as you desire, as well as instantly view month-to-date and year-to-date totals. It also lets you print out detailed income and expense statements and other detailed reports. Additionally, you can quickly import all your existing TOP PRODUCER® 6i income and expense records for historical continuity. With TOP PRODUCER 7i's Income and Expense Tracking feature you'll always know the bottom line.

 

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Reports the Way You Want Them


Here's an all new feature that will give you maximum flexibility in how you save all your reports, as well as present them to clients. This TOP PRODUCER® 7i release lets you export any of your reports to a Microsoft Excel file (so you can immediately apply its spreadsheet features), or to highly versatile .CSV and Adobe Acrobat .PDF files. This feature will not only help you manage your report files more effectively, it's also a major step in making your reports accessible to your clients in a variety of forms.



 

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