MyCase is updating to a new user interface. Your screen and navigation might look slightly different from what you see in this article.
Following along in MyCase is recommended as you read the steps in the article.
Overview
MyCase's Accounts Receivable Report is an easy way to view your law firm's receivables. You can filter the report to show a particular client or case and choose from various grouping options to better format the data for your specific needs.
Tracking Your Total Accounts Receivables
To access the Accounts Receivable Report:
Click the Reporting tab at the top of the screen.
In the left-hand menu, click Accounts Receivable.
Click the yellow Run Report button to run an accounts receivable report for every client and case.
You can drill deeper into specific clients and cases using the Filter Options in the blue bar.
Click the Run Report button to refresh the data after changing these filtering and/or group options.
The Accounts Receivable report can also be exported as a PDF or CSV file.
