Collection reports
Collection reports enable you to analyze your firm’s accounts receivable activity. They can assist you in determining which clients are delinquent on their accounts, what types of A/R activity (such as receipts, debits, and credit memos) have been applied, and which clients have had service charges assessed.
To view and print a Collection report, choose File > Print Reports. In the
Print Reports
screen, select one of the reports under Collection
in the available reports pane and then select the Select
button.Available Collection reports include:
- Accounts Receivable Applications
- Accounts Receivable Ledger
- Accounts Receivable Recap
- Accounts Receivable Summary
- Collection Summary
- Invoice Receipts Analysis
- Receipt and Adjustment Journal
- Service Charge Journal
If you encounter an SQL Server error with several invalid column name messages when you attempt to print a report, you may need to clear any applied filters before selecting the report.To do this, hold down the SHIFT key as you select the report.