When viewing the Aged Receivables list, you can filter the list of contacts with outstanding balances to show only those contacts that meet certain criteria, for example, contacts with a specific email address, or contacts with debts that are more than 30 days old and over a certain amount.
The following table lists all of the available filters with descriptions on how to use them.
To use the filter:
- In Actionstep, go to Billing > Aged Receivables. Then click Filter, located along the top-right corner of the contact list.
NOTE: For many of these filters, whichever operator you choose determines what additional data fields are available to you.
| Filter | Operators | Description |
| Contact | (includes) | Filters the contact list by all or part of the contact name. Example: Contact (includes) john |
| contains is empty is not empty | Filters the contact list by all or part of a contact's email address. Example: Email contains joneslaw | |
| Excluded from bulk statements | Is excluded Is not excluded | Filters the list to show only those contacts that are included or excluded from bulk statements. Example: Excluded from bulk statements Is excluded |
| Statement last sent | is on or before is before is on or after is after equals is between | Filters the contact list to show only those clients who were sent a statement during a specific time period. Example: Statement last sent is after 4 May |
| Invoice number | (includes) | Filters the list by all or part of the invoice number. Example: Invoice Number (includes) 293738 |
| Matter ID | (equals) | Filters the list by a specific matter ID. Example: Matter ID (equals) 293 |
| Amount owing | greater than or equal to less than or equal to equals does not equal between | Filters the list by the specified owed amount based on the aging period, which can be:
Example: Amount owing less than or equal to 5,000, [within the aging period of] 31-60 days |
| Currency | [select the currency type] | Filters the contact list by a specific type of currency. Example: Currency Australian Dollar |
 TIP: To clear any applied filters, click Filter again and then either remove individual filters or click Clear. |
Related Articles:
- About Account Statements
- Configuring Account Statement Email Addresses
- Configuring Account Statement Email Templates (Admin)
- Configuring Account Statement Document Templates (Admin)
- Working with Account Statement Template Merge Fields (Admin)
- Getting to Know the Aged Receivables Page
- Generating Account Statements
- Aged Receivables Permissions (Admin)
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