RB User Guide > Receivables > Client Account Activity

Printing client account activity reports

RB9 only

Generate reports of clients’ monthly activities. Export or print the reports.

1. Receivables > Client Account Activity
2. In the Search By pane, make selections as needed:

   • *Post Date From/*Post Date To

     Required. Default is last month. Change the range, if desired. See Date Navigator.

   • Group By

     Sold To – Default. Ordering party.

     Bill To – Party responsible for paying the invoice

   • Firm

     Click to restrict search to one firm. See Looking up firms.

   • Parent Firm

     To see all activity across one multi-branch firm, broken down by branch office, click to look up and select the firm’s headquarters.

     Billing Rate Group

     Default is ALL. To limit which groups to search, click (see Lookup panel). Billing Rate Groups are set in Lists > Accounting.

   • Business Units

     Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to firms tied to specific BUs (see Lookup panel). BUs are set in Business Units.

3. Click . RB9 lists all of the firms and their transactions posted for the specified period and grouped by business unit as a report. The search criteria used to generate the report appear at the bottom of each page of the report above the timestamp.

   Export the report to save it and/or edit it in another application, or print it. See Printing invoices, statements & reports.

Reference

• Date Navigator
• Sold To vs. Bill To
• Parent Firms
• Lookup panel
• Lists > Accounting
• Business Units

Step-by-step instructions

• Looking up firms
• Printing invoices, statements & reports