support@valuelinksoftware.com | (888) 587-0805 x.2

How To Generate Accounts Receivable Reports

To view reports for accounts receivable, follow the steps below: 

 

1. In the navigation bar, click on Reports to open the reports screen 

€ValueLink' Appraisal ORDER STATISTICS Home Orders AVM Reports Accounts System Reports Report Builder Scheduled Reports Performance Analytics Admin apo Search CLIENTS BY VOLUME Switch To Teams Workboard Create New Order v Today No orders were created during this time span Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities No orders were created during this time span 0 0 0 0 0 65

 

2. Scroll down to the Accounts Receivables section 

Order Reports Scorecards Vendor Reports Client Reports Staff Reports Reviewer Reports Salesperson Reports Accounts Receivable Accounts Payable Revenue Reports Profitability Reports QuickBooks Reports SYSTEM REPORTS Accounts Receivable AR Summary Credit Card Batch Report AR Detail C.B Client Statement Delivery Log Appraisal Payment History Client Receivables Statement Client Over Payment Report AR Detail - With Totals CC-Refund Report Client Receivable Ageing Report

You can then view reports to view receivables for individual clients or a complete summary of accounts receivables. You can also view reports for payments that have been due for more than 30, 60, 90 and 120 days 

 

3. Click on the name of your desired report to view it 

SYSTEM REPORTS Accounts Receivable AR Summar Credit Card Batch Report AR Detail [.3 Client Statement Delivery Log Appraisal Payment History Client Receivables Statement Client Over Payment Report AR Detail - With Totals CC-Refund Report Client Receivable Ageing Report

 

Once the report is open, you can then Export or mark it as a favorite.  

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk