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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

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.

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

Aging From: Choose to determine aging from the invoice due date or invoice date

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

Show: Detail or Summary – detail will list the balance of each invoice, summary will provide total aging balances by matter

To preview the report, click view.

To download the report, choose the ‘print as’ format (PDF or Excel) and click Download

Updated on May 28, 2019

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