The Unallocated Deposit Report shows unrealised deposit balances across ageing categories and identifies unpaid invoice totals, helping you realise revenue that's sitting unallocated in your accounts. It's part of the Clarity suite of Premium dashboards, powered by Qlik Cloud.
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Contents:
What This Report Shows
This report shows the unrealised deposit balance totals across different ageing categories (Total, 90+ days, 60+ days, 30+ days), and identifies unpaid invoice totals to help you realise the revenue.
Use Cases
Helpful for:
- Gaining visibility into unallocated or aged deposits across the practice
- Monitoring outstanding balances to identify opportunities for revenue recovery
- Supporting financial reconciliation, auditing, and cash flow management activities
Viewing This Report
Unallocated Deposit Report is one of the dashboards available once Clarity is enabled for your practice. For steps on enabling Clarity, adding users, and using the filtering, searching, sorting, and right-click functions available in every Clarity report, see Clarity: Quick Guide.
Further Reading
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