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 not had any movement within the client/trust ledger...

Read article

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...

Read article