Receivables - View Only
This report shows all your receivable transactions for a selected period. You can click on a blue receivable link to open the Receivable Transactions page for that receivable. You can also click on a transaction link to open the Edit Transaction page.
You can filter the information generated in the report by Partner, Transaction Type, Payment Type, and more. If you have multiple billing entities, you can use the additional filter to view information for an individual entity. If you have set up custom groups and filters for your firm, you can filter the report by Contacts related firm groups, for example Contact Location and Contact Division. The header of the report reflects any filter selections you make. Click here to learn more about using reports.
You can also access this report from the client's Receivables Transactions page - use the Print Transactions button at the top of the screen.