Monthly Receivable Balances report
Use this report to view the receivables balance for the current month and the previous 11 months, or for the month you select. You can sort the report in various ways, such as by project or by client.
Audience
Principal
Accounting
CPA
Producing the report
From the Reports menu, click Client > Monthly Receivable Balances.
Report options
| Option | Description |
|---|---|
|
Company |
Multi-company only. The report contains information for all companies in your organization, unless you select a specific company in this field. |
|
Client |
The report contains information for all clients unless you select a specific client in this field. |
|
Project |
The report contains information for all projects unless you select a specific project in this field. |
|
As of date |
The report contains information for the current month (and previous 11 months) unless you select a different month in this field. You can also select specific dates to see balances for a month not listed. If you select dates that are not the first or last of a month, the report always contains balances for an entire month. |
After changing report options, click 
(Refresh).
Customize options
| Option | Description |
|---|---|
|
Report title |
You can change the title of the report. |
|
Sort order |
Sorts the reports by project, project type, client, client type, department, project manager, billing manager, and principal in charge. If you use multi-company, you can also sort by company. |
|
Show graph |
If selected, it also shows a graph of the information. |
|
Include finance charges |
If selected, payments received for finance charges are included in the amounts. |
|
Print customize options on report |
If selected, it prints a list of the options that you select. |
Report contents
| Column | Description |
|---|---|
|
Month |
The amount of receivables for the month listed |
See also
