Client Matters that have Doubtful or what we deem as Unlikely to be Collected AR

Orion has a special Accounts Receivable Collections Report that can be used in conjunction with the AR Collections Module that lets you select the various statuses of AR that you would like to see. One of the options is to include or not to include doubtful AR.  Doubtful AR can be run separately or together on the same report with other AR and the notation "doubtful" will be next to the entries under the status column.

You also have the option to display check boxes on Invoices for following up, journal notes, and collection instructions.

This report is found under the Client-Matter Reports folder in the Reporting System.  Note only those firms that have purchased the optional AR Collections Module have the features necessary to mark various Invoices with a status of doubtful in order to show up on this particular report.

Contact Orion for more information regarding this module if your firm is interested in using it. See the article on the AR Collections Manager Module that describes some of the features or ask for a brochure.