Invoice History Report : triSearch

Learn how to use the Invoice History Report to view a list of all overdue and paid invoices across your matters.

Table of Contents

Getting Started
How to access this report
Report Columns and Filters
Important Notes

Getting Started

This report replaces the Accounts Receivable Report.

How to access this report

1. Select Reports from the left menu of the triConvey Companion Site Web App.

2. Navigate to Invoice History.

Report Columns and Filters

Report Columns

Report Filters

Matter Number
Client
Matter Type
Matter Description*
Billing Type*
Person Responsible
Introducer*
Invoice Date
Invoice Number
Status
Debtor(s)*
Due Date
Days Overdue
Subtotal*
Write Off*
Discount*
Surcharge*
GST*
Total
Interest*
Paid
Credited*
Waived
Total Due (Inc. Interest)

*Indicates it’s a non-default column - these can be added into the report by selecting the column name in the Included Columns filter

Date From (Default: Blank)

Must select date

Date To (Default: Blank)

Must select date

Matter Status (Default: Closed, Open, Pending)

Invoice Status (Default: Final + Paid)

Person Responsible (Default: All)

Introducer (Default: All)
Client Search
Client
Practice Area (Default: All)
Matter Search
Matter
Included Columns

Matter Number
Client
Matter Type
Matter Description
Billing Type
Person Responsible
Introducer
Invoice Date
Invoice Number
Status
Debtor
Due Date
Days Overdue
Subtotal
Write Off
Discount
Surcharge
GST
Total
Interest
Paid
Credited
Waived
Total Due (Inc. Interest)

Group By

Default: <None>
Matter
Client
Debtor

Save Filters as Firm Default? (Default: No)

Important Notes

This report can be used in place of an Accounts Receivable Report.
Invoices with split billing are indicated by a * at the end of the Debtors column.