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Total Accounts Receivable

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Level 1

Is there a way to run a report that totals all invoices sent for 1040s and 1041s? I am trying to get an idea of what we can expect for revenue going forward and make sure all payments were received.

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Level 15
Level 15

No, ProSeries is a tax program, not an accounting program so it doesnt have any accounting features like that built in that will let you keep track of AR.

But you can customize the headings in Homebase to include just Client names and your Total Invoice amount, then print your list and run a tape on your 10-key...thats how Ive done it in the past....see how much youve invoiced and then see how much money youve put in the bank, you'll see how much is missing.


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