Read reports and receivables
Use Finances → Reports for case and statement summaries. Use Finances → Receivables for outstanding signed accounts.
Review reports
- Open Finances → Reports.
- Set the date range and apply it.
- Review By month, By location and By director.
- Read the explanation beside each measure before comparing figures.
- Use the export control when you need a file and check any warning in the result.
Case counts and signed-statement counts measure different things. A missing signed statement affects averages differently from an unpaid signed statement.
Work the receivables list
Open Finances → Receivables, review the aging and location breakdowns, and open a case to inspect its statement and ledger.
The outstanding balance is based on signed charges, collected money and write-offs. An insurance promise is not collected money.
Record follow-up in Collections on the case. See Payment plans and collections.
Check limits before sharing
A location-restricted account sees a partial firm view. Read scope labels before sending a report to an owner or bookkeeper.
If the screen or export warns that results are truncated, narrow the period or location. Do not present partial totals as a complete firm report.
For double-entry accounting output, use Accounting.