Overview Reports can be accessed from Reports on the main navigation menu bar. The Compliance category in Efimis provides a suite of reports designed to help users monitor regulatory adherence...
Overview Financial Reports are available from Reports on the main navigation menu. The Financial report category provides reports to help firms review financial activity, monitor performance and...
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...
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...
Introduction Reconciling the Aged Disbursements Report with the Balance Sheet ensures your financial records are accurate and aligned. This process identifies discrepancies between incurred and b...