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
.tip
If you get an SQL Server error with invalid column name messages when you print a report, press and hold the
Shift
key when you select a report to print. This clears the filters.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
