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KCS - Will the Accounts Receivable Report be Historical if Generated with a Date Range?

Objective:

  • Reporting on historical receivables
  • Historical outstanding balances

Environment:

  • Clio Web App

Additional Information:

To generate a Report that would reflect a historical record of the Accounts Receivables you would need to generate a Matter Balance Summary Report with a date range.

Answer:

The Accounts Receivable Report will not show the historical receivable amount on a Bill if generated with a date range. The Report will display your invoices' current status (as they stand today) with any payments or credits applied.

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