DESCRIPTION

This article is written with step-by-step Instructions to Run an Open Matters Report without any Closed or Archived Matters.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs

STEPS TO FOLLOW

1. Go to Open Practice search bar (top find 🔍 icon)

2. Search Aged Matter Balances Report (LACBARPT) program

3. Choose required Date in Age Balances As At Date, under SELECTION CRITERIA

4. Select required options, under RECORD SELECTION

5. Tick ✔ Debtors & Trust, under LEDGERS

6. Choose the required options (as you wish to apply criteria to run your report)

7. Click on Run Report button

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com