Getting to Know the Aged Receivables Filter

Modified on Mon, 3 Jun at 1:32 PM

When viewing the Aged Receivables list, you can filter the list of contacts with outstanding balances to show only those contacts that meet certain criteria, for example, contacts with a specific email address, or contacts with debts that are more than 30 days old and over a certain amount.

The following table lists all of the available filters with descriptions on how to use them.

To use the filter:

In Actionstep, go to Billing > Aged Receivables. Then click Filter, located along the top-right corner of the contact list.

NOTE: For many of these filters, whichever operator you choose determines what additional data fields are available to you.

Filter	Operators	Description
Contact	(includes)	Filters the contact list by all or part of the contact name. Example: Contact (includes) john
Email	contains is empty is not empty	Filters the contact list by all or part of a contact's email address. Example: Email contains joneslaw
Excluded from bulk statements	Is excluded Is not excluded	Filters the list to show only those contacts that are included or excluded from bulk statements. Example: Excluded from bulk statements Is excluded
Statement last sent	is on or before is before is on or after is after equals is between	Filters the contact list to show only those clients who were sent a statement during a specific time period. Example: Statement last sent is after 4 May
Invoice number	(includes)	Filters the list by all or part of the invoice number. Example: Invoice Number (includes) 293738
Matter ID	(equals)	Filters the list by a specific matter ID. Example: Matter ID (equals) 293
Amount owing	greater than or equal to less than or equal to equals does not equal between	Filters the list by the specified owed amount based on the aging period, which can be: Current 31-60 days 61-90 days >90 days Example: Amount owing less than or equal to 5,000, [within the aging period of] 31-60 days
Currency	[select the currency type]	Filters the contact list by a specific type of currency. Example: Currency Australian Dollar

TIP: To clear any applied filters, click Filter again and then either remove individual filters or click Clear.

Getting to Know the Aged Receivables Filter

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