Hi Everyone,
Today’s release brings a change to our Unrealised Cashflow page in the form of a new, more malleable debtors report.
It was brought to our attention through feedback that, for many legal firms the “client” is commonly not the “debtor”. Thus, the ability to see monies owed by “client” is of only minor interest to those firms.
To accommodate this, we have shifted the table to a new tab we call “Debtor report”, while keeping the chart under “Aging report”.
The new Debtor report will allow users to add or subtract participant types from the report and then arrange the report by the participant type most important for their purposes. You can then export the report in several different ways, and search the report by any column active.
We hope this is useful to those firms who need a quick and easy way to view their data and, alongside the aging chart will help to zero in on some immediate, cashflow opportunities.
Tom