Billing Q&A: Tracking Clients with No Fees

February 2019    Tags: , , , ,

We want to generate a list of all open clients who have not had any fees or costs entered in the last 6 months. Is there a report that we can run to give us this information?

The Client Inactivity Report provides the ability to find clients that have no activity in Fees, Costs, Statements, Payments, Payment Adjustments, Write Offs, and/or Client Funds within a user-defined time frame.

To run the Client Inactivity Report for clients with no fees or costs in the last 6 months

  1. From the Reports menu, point to Client and select Client Inactivity Report.
  2. On the Client tab
    1. Make sure that the Client ID fields are blank.
    2. To the right of Status, click the Select Status button, verify that the Active option is selected, and then click OK.
    3. To the right of Open/Close Dates, click the Select Dates button, verify that the Include Clients without a Close Date check box is selected, and then click OK.
  3. On the Options tab
    1. In the No activity in the last fields, select 6 months.
    2. In the Items to Search section, select the Fees and Costs check boxes, and then clear the other check boxes.
  4. Click OK.

The report will provide you with a list of all clients who have not had any fees or costs entered within the past 6 months.

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