Documentation Index

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Account Balances by Invoice Category View

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The drop down menu on the Balances page provides an option for viewing Account Balance by Invoice Category.

This view lists the invoice category (or categories) for the total balance as well as each aging bucket. Note that buckets are configurable.

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By default, the balance is displayed as of the current date. You can set the As Of date to a past date and see the balance information based on the date entered.