Managing the Books
Watch the Books Video Overview
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 deadbeatcustomers 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, Payments, and Trust Accounting Tracking Features for more details on the books section.