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, enter the start and end dates, or click and select the dates. If you do not specify a range of dates, Vision does not restrict the contents of the report based on date.
Client If you want to see comments for selected clients, click and select one or more clients in the Client Lookup dialog box. If you do not select clients, Vision does not restrict the contents of the report based on client.
Client Info to Print 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 Billing Client Number or Billing Client Name, the options have the following results:

  • Number and Name — The report displays no additional client information.

  • Contact and Telephone — The report displays all contacts associated with each billing client.

  • Full Address — The report displays each billing client's billing address and all of the client's contacts.

If you sort and group by Client Number or Client Name, the options have the following results:

  • Number and Name — The report displays no additional client information.

  • Contact and Telephone — The report displays all contacts associated with each primary client.

  • Full Address — The report displays each primary client's billing address and all of the client's contacts.

If you sort and group by Project Number or Project Name, the options have the following results:

  • Number and Name — The report displays the each project's billing client number and name.

  • Contact and Telephone — The report displays each project's billing contact.

  • Full Address — The report displays 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 Vision user, select that person's user ID. If you do not select a user ID, Vision does not restrict the contents of the report based on user ID.
Credit Memos Included From the drop-down list, select Yes or No to specify whether or not to include credit memos on the AR Comments report.
Parent Topic: AR Comments Report