Article ID: 7294

Finding the Total Amount Outstanding or Accounts Receivable Balance for the Firm

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

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

  1. Click Reports, select Journal, and Billing (Fees)... to open the Billing (Fees) Journal window.
  2. Click the Common tab.
  3. Enter a date in the Start Date box to include invoices that you create on or after that date.
  4. 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.
  5. Click to check the Firm Totals Only box.
  6. Click to check the Include Paid Invoices box.
  7. Click to check the Show Balances as of End Date box.
  8. Select Default in the Layout drop-down.
  9. Select Output options.
  10. Leave all other fields and boxes on the Common tab blank.
  11. Click OK to generate the report.
  12. Look under the A/R Balance column to find the total Accounts Receivable balance for the firm.