Why does the "Total in Unpaid" and "Total in Overdue" on the dashboard not match the Accounts Receivable Report?

January 04, 2022 23:20

Objective:

Difference in dashboard "Unpaid Bills" and "Total in Overdue"

Environment:

Clio Manage

Additional Information:

To generate a report on your total accounts receivable, you may be interested in generating an Accounts Receivable Report. For more information, please click here

Procedure:

The "Total in Unpaid" and "Total in Overdue" on the Dashboard do not include interest amounts. If you have generated Bills with interest, your total in Accounts Receivable may be different from what is shown on the dashboard.