Billing Q&A: Viewing Payments Received

May 2020    Tags: , ,

One of our attorneys wants to compare the total of all payments received for the last two quarters, including any payments that have not been allocated. What report would give them this result?

The Receipt Allocation report could be used to compare any time period.

To run the Receipt Allocation Report

  1. From the Reports menu, point to Management and select Receipt Allocation Report.
  2. On the Options tab:
    1. In the Print section, select the Print Unallocated Payments check box.
    2. Select the desired Period 1 and Period 2 for comparison.
  3. Select any other options as needed.
  4. Click OK.
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