How to Print Cash Requirements by Client Report

The cash requirements by client report produces a list of outstanding accounts payable invoices on client files.  You can extract the report alphabetically or numerically, and you can exclude files with zero balances if you select the option to print for all clients.  This report includes the client name, number, and responsible lawyer, the vendor name and number, and the details and total of all outstanding invoices.

Steps:

1. Click on Reports > Cash Requirements by Client.
2. Click on Click here to add Client and select the client(s) to run the report.
3. Click Alpha to sort by client name or click Numeric to sort by file number.
4. Click on View to display the report on your screen or click on Print to send it to your printer.