Collection reports

Use Collection reports to analyze your firm’s Accounts Receivable (A/R) activity. These reports will help you:
  • Determine which clients are delinquent on their accounts.
  • What types of A/R activity (such as receipts, debits, and credit memos) you've applied.
  • Which clients have had service charges assessed.

View and print the report

Select
File
,
Print Reports
, one of the reports under
Collection
in the
Available reports
pane, then
Select
.

Available Collection reports

  • Accounts Receivable Applications
  • Accounts Receivable Ledger
  • Accounts Receivable Recap
  • Accounts Receivable Summary
  • Collection Summary
  • Invoice Receipts Analysis
  • Receipt and Adjustment Journal
  • Service Charge Journal