MyCase's Accounts Receivable Report is an easy way to view your law firm's receivables.
How to Track Your Total Accounts Receivables
You can filter the report to show just a particular client or case, as well as choose from various grouping options to better format the data for your specific need.
To access the Accounts Receivable Report, click the Reporting tab at the top of the screen.
In the left-hand menu, click on "Accounts Receivable". You will be taken to a blank version of the report (pictured below). To run an accounts receivable report for every client and case, simply click the yellow Run Report button.
You can drill down deeper into specific clients and cases by using the Filter Options in the blue bar (pictured below). After changing these filtering and/or group options, you will need to click the Run Report button to refresh the data.
The Accounts Receivable report can also be exported as either a PDF or CSV file. To export, click the Export Report dropdown and choose an export format.