Invoice Receipts Analysis report
The Invoice Analysis report provides information about receipts in the specified date range that have been applied to invoices. This information can by grouped by client, staff, activity, engagement, projects, and their components. This report can be useful for firms that pay their staff commission based on dollars collected, not billed.
To view and print the Invoice Receipts Analysis report, choose File > Print Reports. In the
Print Reports
screen, select Invoice Receipts Analysis in the Collection section of the list of reports, and then select the Select
button.Important security note
When you enable security privileges for a report on the Security Groups setup screen, DT Practice may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
Privileges changed
pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.For this report, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
- Data > Invoices > Review
If your firm has multiple offices, you may want to rescind privileges to information for other offices.