Reports

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Reports

The following reports are available.

  • Open Items
  • Activities
  • Provisioning
  • Legal appointments
  • Onboarding
  • Cashflow
    • Cashflow
    • Due Cash Flow
    • PTP Cash Flow
    • Predicted Payment Schedule
    • Unallocated Accounts.
  • Misc:
    • Contacts
    • ATB zero balance with open items

These reports are region specific. If you have more than one region in your scope, you can select the region to work with at the top of the page.

You can access an account by clicking on the account number or account name.

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