Payments on Invoices Report

The Payments on Invoices Report is a custom report that allows you to view payments during a specified date range applied to invoices dated during a specified date range.  For example, you can print the report to show that portion of payments received between 08/01/2012 and 08/31/2012 that were applied to invoices dated between 01/01/2011 through 12/31/2011.  This report provides a means of measuring the portion of dollars coming in that is paying old/new invoices.

Sort Orders
Client-Matter Number
Location
Department
Type of Law
Originating Attorney
Responsible Attorney
Managing Attorney
Project Attorney
Working Attorney

Options
One or All of Sort Order Type
Transaction (Payment ) Date Range
Invoice Date Range
New Page on Group Change
Accounting Code Types to Include
Include Reversals
Working Detail in Each Summary
Various Summary Options
Various Filter Options
    Client-Matter
    Location
    Department
    Type of Law
    Originating Attorney
    Responsible Attorney    
    Managing Attorney
    Project Attorney
    Working Attorney

Explanation of Report Info/columns
If you choose to include Reversals in the report, any Reversal will be included where the reversal date is within the specified report payment date range but the date of the original transaction is outside the specified date range.  If both the reversal date and the original transaction date are within the report date range, the reversal is thrown out and not factored into the report.

For pricing on this report, please contact Orion at support@orionlaw.com or 1-800-305-5867