Collection reports

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Collection reports enable you to analyze your firm’s accounts receivable activity. They can assist you in determining which clients are delinquent on their accounts, what types of A/R activity (such as receipts, debits, and credit memos) have been applied, and which clients have had service charges assessed.

To view and print a Collection report, choose File > Print Reports. In the Print Reports screen, click one of the reports under Collection in the available reports pane and then click the Select button.

Available Collection reports include:

If you encounter an SQL Server error with several “invalid column name” messages when you attempt to print a report, you may need to clear any applied filters before selecting the report.

To do this, hold down the SHIFT key as you select the report.

Share This