Managing the Books

Accounts: Operating A/R

The books Overview from the main navigation menu via Books > Overview guides the user to the Operating Accounts Receivable dashboard offering an at-a-glance look at your

Paid vs. Owed Invoices, Incoming Cash, Delinquent Invoices, most lucrative customers, and biggest deadbeat customers via easy-to-read, MerusCase-generated graphs and charts. You can hover over each data point on a graph to view more detailed information about that data point.


Operating A/P, Client A/R, and Client A/P are currently still under development and will be available to all firms soon.

See documentation on Time Tracking, Charges, Invoices, and Payments for more details on the books section.