Reporting
Report Settings
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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, Scheduling & Sharing Custom Reports
Overview Efimis allows users to customise, save, share and schedule reports to improve efficiency, consistency and automation in financial, oper...
Financial Reports
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Accounting Reports - Compliance Category Overview
Overview Reports can be accessed from Reports on the main navigation menu bar. The Compliance category in Efimis provides a suite of reports d...
Accounting Reports - Financial Category
Overview Financial Reports are available from Reports on the main navigation menu. The Financial report category provides reports to help firms ...
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...
Management Reports
3 articles
Fee Earner Performance Reporting
Overview Fee Earner Performance Reporting enables Fee Earners and Team Leads to monitor both productivity and financial performance. The introdu...
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. ...
FAQ: Why don't the Time Entries report and Performance Reports match?
A: These Reports Should Not Be Used for Reconciliation The Time Recorded column in the Performance Reports reflects the total value of tiem final...