An updated Aged Receivables report that shows a list of overdue invoices with a larger amount of options
This report is the most advanced report in the Receivables range and we are expecting to make future enhancements around this report. The current version has a number of different filters including one named "Show Participant". This filter will look back to the Action Participants in order to create the output – a usage of this would be where you were expecting a particular participant type to do their own debt collection.
This report also allows the selection of Trust Balances, Paid by Firm and Unallocated payments (non-trust). This report will compare the balance to the GL to ensure it's healthy.
NOTE: This report relies heavily on using Actions for all Invoices in order for the data to be meaningful.
