Database Queries
Excludes Payment Export File Queries
- Billing: Finding WIP and Jobs
- Collections: All Collections Triggers for a Given Firm
- Collections: Deactivating all staged Smart Statements from the Firm Portal
- Collections: Staging Analysis
- Invoices: Trace Inbound to Outbound Invoice Email
- Payments: All Refunds, Disputes, and Failed ACH Payments
- Payments: Dispute/ACH Block Details
- Payments: Link Payment to Object and Non-Object
- Payments: Open AR by Client
- Payments: Partial Duplicate Payments
- Payments: Where Allocated and Allocations Not Equal