Client A/R Snapshot

January 30, 2017 no comments

Client A/R Snapshot

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Jane Tate

Would be great if there was a way to get a snapshot of a client’s matter A/R with breakdowns like this one from our old program Juris.

 

Jane Tate answered
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    Jane Tate

    Will the Invoice Journal eventually change the “Other” column title to Finance Charge or something similar to the Surcharge/Tax/Interest column on the above?  Also, is there a way to see the breakdown of each attorney’s fee allocations on specific invoices like below:

    JD Robinson commented on answer
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    JD Robinson

    Jane –

    While we do not have a single report that shows this information, our Invoice Journal report would give you all of the information contained the top part of the attachment, and our Accounts Receivable and Trust Balance reporting would give you the bottom portion. Let us know if you have any questions.

    Thanks!

    JD Robinson

    Senior Product Specialist

    JD Robinson answered
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