Liquidation Summary Advanced Options

• Group By: Choose to group the report by Client, Responsible, Assigned From or Receiving Atty.
• Page Break: Click the box to have a page break inserted between each group.
• Percent Collected: Select the appropriate Percent Collected selection to be included on the report.
• Transaction Cutoff Date: Select the Transaction Cutoff Date.  The report will only include transactions posted on or before the selected Cutoff Date.
• Include New Interest: Click the box to Include New Interest in the balances.
• Placement and Charges Options: Select the placement and charges to include in the placement balances for the report.  User can select the Open Balance Only or the Open Balance plus later charges.
• Charges to Include: Click the box next to balance component(s) that should include any charges posted. See Charges to Include.
• Payments To Include: Click the box next to balance component(s) that should include any payments posted. See Payments to Include.
• Adjustments To Include: Click the box next to balance component(s) that should include any Adjustments. See Adjustments to Include.
• Write Offs To Include: Click the box next to balance component(s) that should include any Write Off Adjustments. See Write Offs to Include.

Select the button to continue with the report selection criteria.