This month's Boost release includes the following new reports.
New reports
Unpaid Invoices Billing Report
This report shows all of the current unpaid invoices regardless of the date of the invoice, providing an easy way to see which invoices remain outstanding and can be narrowed down or grouped.
Available Columns:
- Matter Number
- Client
- Debtor(s)
- Matter Type
- Matter Description
- Person Responsible
- Invoice Number
- Issue Date
- Due Date
- GST
- Invoice Total
- Interest
- Total Paid
- Total Unpaid
Available Filters
- Person Responsible
- Multi-select
- Default to All
- Introducer
- Multi-select
- Default to All
- Practice Area
- Multi-select
- Default to All
- Matter Type
- Multi-select
- Default to All
- Matter Status
- Multi-select
- Default to All
- Group By
- <None>
- Matter
- Client
- Debtor
- Include Interest
- True
- False (Default)
Invoice History Report
The Invoice History Report has been rewritten to combine the Invoice History and Accounts Receivable Report functionality.
This report replaces the current Accounts Receivable Report.
Available Columns:
- Matter Number
- Client
- Matter Type
- Matter Description*
- Billing Type*
- Person Responsible
- Introducer*
- Invoice Date
- Invoice Number
- Status
- Debtor(s)*
- Due Date
- Days Overdue
- Subtotal*
- Write Off*
- Discount*
- Surcharge*
- GST*
- Total
- Interest*
- Paid
- Credited*
- Waived
- Total Due (Inc. Interest)
*Indicates it’s a non-default shown column
Available Filters
- Date From
- Default: Blank
- Must pick
- Date To
- Default: Blank
- Must pick
- Matter Status
- Default: Closed, Open, Pending
- Invoice Status
- Final, Paid
- Default: both
- Included Columns
- Default:
- Matter Number
- Client
- Matter Type
- Person Responsible
- Invoice Date
- Invoice Number
- Status
- Due Date
- Days Overdue
- Total
- Interest
- Paid
- Credited
- Waived
- Total Due (Inc. Interest)
- Default:
- Person Responsible
- Default: All
- Originating Attorney
- Default: All
- Practice Area
- Default: All
- Group By
- Default: <None>
- Matter
- Client
- Debtor
- Client Search
- Client
- Matter Search
- Matter
- Save Filters as Firm Default?
- Default: No