Balance of Clients window

Balance of Clients window presents a simplified balance sheet of your Clients based on their payments and invoices. Accounting staff can use this window to identify which Client's accounts require attention.

Accounts can be viewed both in Client and your Base currency: use View drop–down list to select in which currency do you wish to view records. Alternatively you can right–click the table and use Customize columns option to add columns to view. The columns containing (B) abbreviation display records in your base currency.

Note: To view global balance, please select Base Currency option in View drop–down list.

See also:

Balance tab of Client window

Basic interface options