If you use matter names as a type of business you do (e.g. Purchase, Bankruptcy etc), this report provides important balances grouped by matter name as of a particular date. The balances shown are the unbilled and unpaid amounts.



To Access Report:


Go to Reports > Billing > Billing Balance by Matter Name


Report Details:


Matter Owner: Choose all matter owners or a specific matter owner


Matter Name: Choose all matter names, or a specific matter name


Sort By: You can sort by client name, matter file number, or date opened for the matter


Dates: Choose a date, by clicking the drop-down arrow or choose till today, till last month, till last year



To preview the report, click view.


When ready, click download.