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Client Accounts Liability Summary
Client Accounts Liability Summary

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

Will Patterson avatar
Written by Will Patterson
Updated over a week 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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