The Investment Report (located under Client-Matter Reports) will show both WIP and AR by Client-Matter. This report provides an analysis of the total accounts receivable and work in process less retainer and/or trust balance by Client-Matter. Work in process is aged based on transaction date and accounts receivable is based on invoice date. The Retainer and/or Trust balance is as of the date the report is run. This report does not include unreleased or incomplete time.
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