Person financials

This report provides a list of receivables and payables for the selected Person.

Receivable

The receivable section shows:

  1. A sum of all amounts owed by the Person.

  2. A list of Cases on which the Person has an outstanding balance.

Receivables section of the Person Financials report

An individual is considered to owe money when:

  • They are identified as the party on a fee and the amount paid is less than the amount owed.

  • They are the payor of a restitution with an outstanding balance.

For individual Cases, these can be found in the Financials tab in the Case Folder View.

Payable

The payable section shows:

  1. A sum of all amounts owed to the Person.

  2. A list of Cases on which there is an outstanding balance owed to the Person.

Payables section of the Person Financials report

An individual is considered owed money when:

  • The amount they paid on a fee is greater than the amount owed.

  • They are the payee of a restitution payment which does not have an associated voucher.

For individual Cases, these can be found in the Financials tab in the Case Folder View.