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 not had any movement within the client/trust ledger...
Accounting Reports
5 articles
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. TABLE OF CONTENTS Guide Overview Setting Up Per...
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 from accessing other fee earners performance data. ...
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 run, amend any columns or filters and click on th...
Invoice Reports
Overview The software offers various Accounting Reports relating to Invoicing. The Aged Debtors and Invoice Listing reports are available under the Reports menu. The Pre Billing Report is availab...