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
Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year
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.
Sort By: You can sort by invoice aging or client matter
To preview the report, click view.
When ready, click download.