PRACTICE CS

Collection reports

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:

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

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.

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