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
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