Practice console2 min read
Cross-client AR aging (Practice Growth+)
Cross-client reports let you act on portfolio-level signals — e.g. all clients with > 90-day overdue invoices. Available on Practice Growth and above.
01Run cross-client AR aging
- 1Open the Practice console.
- 2Go to Reports → Cross-client AR aging.
- 3Pick the as-of date and bucket size (default 30 days).
02Drill into a client
Click a client row to see the underlying invoices.
Use the bulk-action toolbar to send statements across many clients at once.