Financial Analytics: AR History

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.

• Months