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Which Reports Display Accrued Interest?

Objective:

  • Calculate accrued interest 
  • Which Reports Show Interest?

Environment:

  • Clio Manage 

Additional Information:

  • A breakdown of Reports can be found here.
  • In order to find out how to create an Excel report of certain client's accrued interest, you can click here

Answer:

  • The Invoice Payments ReportBilling History Report and Accounts Receivable Report display accrued interest.
  • The Billing History Report displays each interest charge as a new line item.
  • The Accounts Receivable Report includes accrued interest in the total amount owing for a Bill.
  • The Revenue Report includes Interest in the Billed and Collected Time columns, provided you run the report for All Users. 
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