Financial Analytics: AR History | Office Practicum Help Center

Version 20.14

This is a contracted feature available to OP Cloud Practices. Contact your Client Account Manager for more information.

Path: Tools tab > Financial Analytics button > AR History

A/R History

Type of report: Bar-graph
Displays: The historical trend for your A/R showing the Charges, Payments, and Adjustments for each month so that a user can easily identify trends in rising or falling A/R.

Note: Because the data only includes the present calendar year plus three prior years, the oldest section of the historical graph will not represent the total A/R but the Charges, Payments, and Adjustments from the charges in that January.

Level:

• Months

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Version 20.14

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