Often you may need to retroactively view Accounts Receivable balances as of a specific date.
At this time, the AR Aging Summary will only display current AR balances. While you can pull the data and save it to your records for future reference, you may not always have the ability to do so in real-time.
Enterprise + accounts can Schedule Reports to automatically be sent out on the date of your choice.
By using the Scheduled Reports feature, you can build a history of AR balances on a daily, weekly, or monthly basis.
The reports can be downloaded and stored locally, in an admin Matter in CARET Legal, or left in your email for reference.