How do you create a report on all the clients who have an outstanding balance?

There are a few reports you can run.
1. The Mgt – Balance Due statement (start date must include the Act Received Date – and take 24 hrs. for new transactions to show) is designed for mailing.
2. The BK – Client Balance is a great one to sort in Excel and runs off the Transaction Date.
3. The BK – Client Balance for Open Transactions (A/R with Aging) is great for aging transactions, BUT your office must use the Done/Not Done feature for unpaid fees (and marked Done with paid) for this report to work.
Contact ATOM Support at 517-940-8475 for more information.

 

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