The AR Aging Summary provides a total amount of unpaid invoices grouped by client, matter, and various levels of delinquency.
This report can be filtered by client, matter, responsible, originating or billing attorney, matter status, and location. You can also export it to a PDF or CSV File.
The search criteria also allows you to filter by clients/matters whose AR is older than a certain amount of days or greater than a specific dollar amount. Totals will be calculated for each client, as well as each level of delinquency.
This report gives you the option to break down the totals by fees and expenses. This will allow you to see how much of the outstanding AR is composed of fees, hard costs, soft costs, and taxes respectively.
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