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Client Accounts Liability Summary

Overview of the Client Accounts Liability Summary which shows all outstanding credits organized by client.

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Written by Operations
Updated over a year ago

Overview

The Client Accounts Liability Summary shows all outstanding account credits, organized by client. For up-to-date outstanding liability, make sure the summary date range includes the current date. Use the sort arrows next to column titles to reorganize the display. This summary specifically shows:

  • Client - original purchaser or receiver of the account credit

  • Liability Outstanding - outstanding total account credit balance

Example Client Accounts Liability Summary

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NOTE: This was formerly a classic report.

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