Outstanding Balance - Detail Report
This report shows both the negative and positive outstanding balances of all clients whose balance does not equal zero and at what point over the last three months (or 90 days) that these payments were incurred. For detailed information on using the Filtering, Grouping and other manipulations of the views please refer to the linked articles.
![1](drex_bullet_1.png) Display Mode
It has two modes - Monthly or by 30 day increments from the current date, hence the values displayed are slightly different depending on what mode is shown.
Example of 30 / 60 / 90 day mode
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![2](drex_bullet_2.png) Display Clients
Click to display the clients in the grid.
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![3](drex_bullet_3.png) Results Grid
Each client with a balance that does not equal zero is displayed. Red balances indicate amounts outstanding and green balances indicate overpayments.
Current, Last Month, 2 Months Ago, 3 Months Ago and Over 3 Months indicate the time period in which the outstanding or over payment amount was incurred.
Click on the Go to Client Invoice Details to display the client in the Invoices Module.
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![4](drex_bullet_4.png) Totals
The built in totalling function shows the totals of each column.
Details on how to add or change totals can be found here.
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![5](drex_bullet_5.png) Standard Output Options
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