This article explores the Bills Delivered report in Unity® Practice Management.
The bill’s delivered report is a record of all the bills posted during a financial period, showing profit costs, disbursements, and VAT.
To access this report, go to Reports and select Search Reports:
- Start typing the name of the report required in the search box, i.e., Bills, to filter reports.
- Select Money and Finance from the Report Category.
- Once you have found the report you require, select the report tile to open.
Accessing Reports
If you access this report regularly, you can mark it as a Favourite to make it easier to access.
- Select the Star on the right-hand side of the report tile and the report will be added to your favourite reports.
Viewing Report
This report can either be viewed by:
- Financial Year/ Month - Select the month and year you would like to view.
- Paid/ Unpaid - View this report by either all bills, paid bills, or unpaid bills.
- Bill Date Range - Enter the date range you would like to view.
- Post-a-head Only - Select to show the bills posted into the next month only.
- Include Disbursement Detail - This will allow you to view the individual disbursement allocated to a bill. Large bills will have to be viewed in Excel format.
Related Articles
Average Client Balances Report
VAT Summary (Cash Accounting Based)