Accounts Receivable Reports Overview

Use accounts receivable reports to monitor and analyze information related to your AR invoices. The accounts receivable reports are available only if your firm uses Vision Billing.

Multicompany

If you are using the Multicompany feature, the following applies:

• You set report options on standard reports separately for each company. When you use the Change Company utility to switch companies (Utilities > Change Company), the standard report options reset back to the default options. However, saved favorite reports, saved favorite options. and saved favorite selections remain the same, even when you switch companies.
• Some reports are company-specific and only include details for a single company. For example, payroll reports are company-specific because they only allow you to view an employee's payroll information for one company at a time. On those reports that are not company-specific, you can see details from multiple companies for the same employee. In this case, it is helpful to have a saved favorite with a top-level sort by company, so that each company's data is presented separately.