What is the AR Aging Summary Used For?
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.
How Can I Automatically have the AR Aging Report Saved for Particular Dates?
Often times you may need to retroactively view Accounts Receivable balances as of a specific date. At this time, the AR Aging Summary will only display current AR balances. While you can pull the data and save it to your records for future ...
How Can I Have Reports Automatically Sent Out?
Zola Suite offers Scheduled Reporting for Enterprise + subscription levels. If there is a particular report that you wish to have sent out either to yourself, or other users, you can do so by using the "Schedule Reports" button on the green toolbar ...
What is Zola Suite's WIP/AR Trust Report?
The WIP/AR Trust Report in Zola Suite is extremely comprehensive and useful when allocating funds from Trust or an Operating Retainer, but it also serves as an excellent tool to get a detailed look at each of your Matters from a financial ...
What is the Statement of Account Used For?
Statements of Account are used to provide a list of invoices and payments by a particular client or matter. Statements of Account can be sent to clients who have outstanding balances, but no new invoices within the current billing period. These ...
What is the Split Compensation Report?
The Split Compensation Report is one of Zola Suite's advanced reports that allows you to see data by user for matters that they are a responsible or an originating attorney for. (if they billed for a matter that they are not an originating or ...
Experiencing degraded performance in CARET Legal?