Overview
You can view all of your client's A/R aging data report directly in ZenCase from the Reports page. This report will show all outstanding unpaid invoice balances for:
Current
1 to 30 days old
31 to 60 days old
61 to 90 days old
90+ days old
Total past due
How To View Client A/R Aging Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Client A/R Aging
On the Client A/R aging report page, you will see an overview of the current due, overdue, and total due amounts in the graph at the top of the page
You can filter by:
As Of date - View A/R balance at the given date
Client
Client Originator
Client Manager
Matter Originator
Matter Manager
Division
Include Zero Balance: Yes or No.
Include Inactive Matters: Yes or No.
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Reports" to view your report in CSV format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.