Reporting
Report Settings
3 articles
Setting Up Firm Statement Preferences
Overview Firm Statement Preferences control how client/trust and matter statements are generated, formatted, and delivered within the system. The...
Client/Trust Account Statements: Configuration and Scheduling Guide
Overview The Client / Trust Account Statement feature allows firms to automatically generate and send trust account statements to clients or pro...
Saving and Scheduling Custom Reports
Reports can be scheduled to be sent out automatically. Follow these steps to schedule your custom reports: 1. Go to the report you wish to...
Financial Reports
2 articles
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...
Invoice Reports
Overview The software offers various Accounting Reports relating to Invoicing. The Aged Debtors and Invoice Listing reports are available under t...
Management Reports
2 articles
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...
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. ...