The problem is I can't trust the WIP or AR, only the total balance. The members of my firm before I joined didn't understand the program, so they input time and payments but never billed anything. So it may say there is WIP, but there will be large, unapplied payments for any old clients. I'm trying to generate reports that let me filter out that old, largely bad data, without needing to repair it one client at a time. Hence, I want to just see clients total balance for any client that we've had slips for in the last 18 months (since I started as everything after that will be correct).
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