Accounts Receivable

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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, this box is unchecked. To include active clients, check 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, this box is unchecked. 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.