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Accounts Receivable Report

Introduction

The Account Receivable Report shows the aging of outstanding invoices for selected clients within a specified date range.

To Access Report

Go to Reports > Collection > Accounts Receivable Report

Report Details

Matter Owner: Choose all matter owners or a specific matter owner

Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year

Client-Matter: Check the box to choose all client-matters. To choose a specific matter, uncheck box and type in the client matter name. You can choose to view active matters only by checking the box. To choose inactive matters, uncheck the box.

Sort By: You can sort by invoice aging or client matter

To preview the report, click view.

When ready, click download.

Updated on May 31, 2018

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