Guides - Reporting
Contains the how to guides on how to run the Accounting Reports
Accounting Reports
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Client/Trust Reporting - Dormant Client/Trust
Guide Overview A Dormant Client/Trust ledger balance is defined as a Client/Trust ledger account where the relevant matter is inactive and has n...
Period Date Reporting
Guide Overview This guide will take you through the setting up of Period Date Reporting, the closing of periods and how to re-open a period. ...
Fee Earner Performance Reporting
Guide Overview This guide will explain how Fee Earners can access their own performance data through selected reports, whilst being prevented fro...