AR Comments General Tab

Use the General tab of the AR Comments Options dialog box to select report options for the AR Comments report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Time Frame	If you want to see comments for a range of dates, specify the start and end dates.
Client	If you want to see comments for selected clients, select one or more clients on the client lookup.
Client Info to Display	If you select None, no additional client information is added to the report. If you select an option other than None, the effect of that option depends on your selections on the Sorting/Grouping tab. If you sort and group by... Option The report displays this information: Billing Client Number or Billing Client Name Number and Name No additional client information Contact and Telephone All contacts associated with each billing client Full Address Each billing client's billing address and all of the client's contacts Client Number or Client Name Number and Name No additional client information Contact and Telephone All contacts associated with each primary client Full Address Each primary client's billing address and all of the client's contacts Project Number or Project Name Number and Name Each project's billing client number and name Contact and Telephone Each project's billing contact Full Address The billing address for each project's billing client and the project's billing contact
Username	If you want to see comments entered by a particular user, select that person's user ID.
Credit Memos Included	Select Yes or No to specify whether or not to include credit memos on the AR Comments report.