AR Comments Options Tab

The Options tab gives you additional control over the data displayed on the AR Comments report.

Detail Options

This section applies to specific information about the selected report.

Field	Description
Client	Use the lookup to select one or more clients whose cash receipts you want to include on the report. Because the clients associated with invoices and other cash-receipted items (for example, retainers) are determined differently in Vantagepoint, you must enter the appropriate client in this field to get the desired report contents as follows: Cash receipts you want to include on the report are for... Client to enter in this field.... Invoices for regular projects The billing client of the posted invoice and its related cash receipt Retainers or pre-invoices for regular projects (not applied to an invoice) The billing client that is currently entered for the project on the Accounting tab in the Projects hub Overhead or promotional projects The primary client that is entered for the project on the Overview tab in the Projects hub
Client Detail to Display	Use this field to select additional client information to display on the report. 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 Columns & Groups tab. If you sort and group by the following in the Grouping and Sorting section on the Columns & Groups tab... And you select the following option in the Client Detail to Display field... The report displays this additional client information... Billing Client Number or Billing Client Name The report sorts projects and invoices based on the billing client number or name that an invoice is posted with. Number and Name The billing client number or name that an invoice is posted with. Billing Client Number or Billing Client Name The report sorts projects and invoices based on the billing client number or name that an invoice is posted with. Contact and Telephone The billing contact and telephone details from the posted invoice's billing client. If the billing client for an invoice on the report is the same billing client that is currently entered for the project on the Accounting tab in the Projects hub, the billing contact on the Accounting tab in the Projects hub displays on the report. If the billing client for an invoice on the report is not the same billing client that is currently entered for the project on the Accounting tab in the Projects hub, no billing client displays on the report. Billing Client Number or Billing Client Name The report sorts projects and invoices based on the billing client number or name that an invoice is posted with. Full Address The billing address from the Firms hub for the billing client that an invoice is posted with displays on the report. The billing contact displayed on the report is based on the billing client that an invoice is posted with. If the billing client for an invoice on the report is the same billing client that is currently entered for the project on the Accounting tab in the Projects hub, the billing contact entered for the project on the Accounting tab of the Projects hub displays on the report. If the billing client for an invoice on the report is not the same billing client that is currently entered for the project on the Accounting tab in the Projects hub, no billing client displays on the report. Primary Client Number or Primary Client Name Number and Name No additional client information Primary Client Number or Primary Client Name Contact and Telephone All contacts associated with each primary client Primary Client Number or Primary Client Name Full Address Each primary client's billing address and all of the client's contacts Project Number or Project Name Number and Name The billing client number and name that is currently entered for a project Project Number or Project Name Contact and Telephone Each project's billing contact Project Number or Project Name Full Address The billing address for each project's billing client and the project's billing contact
User	To limit the comments included to those created by a specific person, use this option to select that employee.
Include Credit Memo	Select this check box to include credit memos on the AR Comments report.

Time Frame Options

Field	Description
Starting	Specify the starting date for the comments to be included on the report.
Ending	Specify the ending date for the comments to be included on the report.