Accounts Receivable Reports Overview

Use accounts receivable reports to monitor and analyze information related to your AR invoices. The accounts receivable reports are available only if your firm uses Vision Billing.

Related Topics

AR Aged
Project managers use the AR Aged report to manage their accounts receivable.
AR Comments Report
The AR Comments report lists comments entered for outstanding invoices in the AR Comments dialog box. You display that dialog box from the Invoice Review form (Accounting > Accounts Receivable > Invoice Review).
AR Ledger Report
Use the AR Ledger report to review billing history. For each project, phase, or task, the report displays invoices generated and payments received. The report also displays the average collection period for all paid invoices.
AR Statement
The AR Statement is designed to be sent to a client as a statement of their unpaid balance.
Invoice Register
Use the Invoice Register to view the invoices posted during the current period in Transaction Center or in Billing.
Invoice Transaction Detail
The Invoice Transaction Detail report is specifically intended to support the option to post fee billed revenue based on transaction detail. Use the report to review the transaction detail that Vision used to allocate and post fee billing amounts to revenue accounts and to work breakdown structure (WBS) components (project, phases, and tasks).

Parent Topic: Report Descriptions Overview