Keep your Balance: 3 Ways to Utilize the Upper Hand Balances Report
With Upper Hand’s Balances Report you can manage client balances with ease. At first glance, the default filter on the Balances report will reveal any balances greater than zero (i.e. any outstanding balances that you need to collect) on that given day. Here, you can pay down or waive these balances. But, removing the default filter opens a host of additional ways to utilize this report and we’re here to show you how to do just that.