Accounts Receivable

The Accounts Receivable report lists AR activity for a specific matter owner or all matter owners through a specified date.

To access the report, go to Reports > Accounting (Matters) > Accounts Receivable

Report Filters

  • Matter Owner: Choose all matter owners or a specific matter owner.
  • Client: Choose all clients or a specific client. 
    • All clients: By default all active clients are included. To choose a specific client, uncheck this box and type in the client name. 
    • Active Clients Only: By default, only active clients are included. To include inactive clients, uncheck this box.
  • Client-Matter: Choose all matters or a specific matter.
    • All Client Matters: By default all active matters are included (unless filtered by client above). To choose a specific matter, uncheck all client matters and type in the matter name. 
    • Active Matters Only: By default, active and inactive matters are included. To only include active matters, check this box.
  •  Invoice Date Range: Only invoices with dates within this range will be included. The date range options you have are Till Date, Last Month, Last Year, This Month, and This Year.
  • Aging From: By default, the aging calculation starts from the due date, but can be changed to the invoice date.
  • Sort By: Choose between invoice aging and client matter.
  • Show: Choose between detail or summary.
    Note

    The detailed report shows balance by Invoice and summary report shows balance by Matter.

  • Group by Aging (For Detail Report): Check if required. 
  • Include Balance Breakdown: Check if you wish to view your unpaid balances broken down by fees, hard cost disbursements, soft costs, overhead, finance charges, late fees and taxes.

View/Download

Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Learn more about generating reports.

Sample Report

Summary 

Detailed 

Including Balance Breakdown

Grouped by Aging

Updated on December 6, 2021

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