Accounts Receivable Dashboard
Navigate to Financials > Accounts Receivable under Accounting on the left-hand side of the screen.
To perform advanced filtering in Excel, select Download All.
Filters
Tags: any Client or patient tag listed for the selected location
Providers: list every active provider in the whole organization
Location: filters by the location selected
Date range to span a date range for the invoices
0-30 Days Old Invoices
31-60 Days Old
61-90 Days Old
91+ Days Old Invoices
Account Credits Invoices