Use the Project tab to select options that control the invoices, clients, and receipts included in the report.
Contents
AR Options
| Field | Description |
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| Only include invoices over _____ days old
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Select this check box to include only those invoices with an outstanding balance that is past due over a specified number of days. Enter the number of days in the related field.
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| Only include invoices as of _____
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Select this check box to include only those invoices posted in or before a specified accounting period. Select the accounting period in the related field.
The report also includes all receipts for the selected invoices, even receipts that were posted in a later accounting period.
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| Clients with balances over _____
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Select this check box to include only projects for clients with an outstanding balance that is greater than a specified amount. Enter the amount in the related field.
DPS calculates the total outstanding balance for each client for all of the client's projects.
DPS then compares the total client balance amount to the amount entered in this field. If the balance is greater than the amount you specify, the report includes that client's projects.
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| Invoices with balances over _____
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Select this check box to include only invoices with an outstanding balance that is greater than a specified amount. Enter the amount in the related field.
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| Exclude Unassigned Receipts from total balance
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An unassigned receipt is a cash receipt posted to an invoice for which there is no record in
DPS. Select this check box to exclude unassigned receipts from this report.
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| Field | Description |
|---|
| Project Level
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Select the work breakdown structure level from which the report gets the data for project metrics and accounts receivable metrics. You can select a specific level (for example, Project, Phase, or Task) or all levels.
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