Who is this guide for?

Accounts Users and Accounts Supervisors

This is available from Reports > Client Financial > Aged Debtors > Run Aged Debtor Letters. A letter is generated in Word for each client/matter meeting the criteria entered.  The letter templates are initially set up in the Supervisor area (Case Management Setup, Standard Letters, Batch Debtor Letters).  A range of Merge fields are available for inclusion on the templates in a similar manner to the Case Management Standard Letters.

The filter options

  • Letter.  Select the age of the Debt you wish to report on, the options are
    • 0 to 30 days
    • 31 to 60 days
    • 61 to 90 days
    • 91+ days

A letter will be produced for each client/matter where a bill is unpaid in the category you select

  • Fee Earner.  Select a single or several Matter Fee Earners and run the report on matters for these Fee Earners only
  • Work Type.  Select a single or several Work Types and run the report on matters for these Work Types only
  • Branch.  Select to run the report on All branches or an individual branch
  • Department.  Select to run the report on All departments or an individual department
  • Currency.  Select the currency of the matters you want to report on
  • Min Debt Amount.  Enter the minimum value of debt you want to report on.