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.

Note

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, Payments, and Trust Accounting Tracking Features for more details on the books section.