Accounts Receivable
The Accounts Receivables Report displays outstanding amounts, providing the Firm with valuable insights on when to consider taking action on unpaid Invoices.
By default, the Report displays the data as of the current date. Select an appropriate date from the calendar to generate the Report with a different As of Date.
To access the Report, select Reports>Accounting>Accounts Receivables. The toggle button should be turned on in the last column; otherwise, the link will open the standard report.
The Report can be filtered on the following parameters:
– Client: Select single or multiple clients From the pop-up dialog. You can also use the ‘All’ to bring up the data for all the Firm’s clients.
– Responsible Timekeeper: To display Invoices against specific Timekeeper(s).
– Category, Sub-Category, and Billing Category: Select Client or Matter from the respective dropdown just above the fields to display the data grouped by the relevant category.
– As of Date: Provides the option to generate Reports on specific As of Date.
– Group By allows various ways users can Group the Report:
– By Client
– Category & Client
– Responsible Timekeeper & Client
– Include WIP: Enable this checkbox to include WIP.
– Include Trust Balances: Enable this checkbox to include Trust Balances in the Report. By default, it is unchecked, and the Trust Balances are not shown.
Sample Report with default values:
