Article ID: 7290

Finding the Total Amount Outstanding or Accounts Receivable Balance for a Matter

You can run the Billing (Fees) Journal to find the total amount outstanding or total A/R balance for a matter.

Take the following steps to find the total amount outstanding or Accounts Receivable balance for a matter:

  1. Click Reports, select Journal, and Billing (Fees)... to open the Billing (Fees) Journal window.
  2. Click the Common tab.
  3. Enter the matter number in the Matter box.
  4. Enter a date in the Start Date box to include invoices that you create on or after that date.
  5. Enter a date in the End Date box to include invoices that you create on or before that date.
    NOTE: Enter 1/1/1982 in the Start Date box and 12/31/2199 in the End Date box to run the report for all dates.
  6. Click to check the Totals Only box or leave it blank to show invoice details on the report.
  7. Click to check the Include Paid Invoices box.
  8. Click to check the Show Balances as of End Date box.
  9. Select Default in the Layout drop-down.
  10. Select Output options.
  11. Leave all other fields and boxes on the Common tab blank.
  12. Click OK to generate the report.
  13. Scroll down to the bottom of the A/R Balance column to find the total Accounts Receivable balance for the matter.