Follow these steps to generate a report detailing all costs associated with a Matter, regardless if they were incurred by the firm or will be paid out of Trust funds at a later date. 


  • From within the Matter, click the Banking tab, select 3rd Party Bills. Then click Action > Report - Matter Cost Statement.


 

  • Once you select Report-Matter Cost Statement, another screen will open asking if you want to do only costs incurred by the Firm, Third Party bills to be paid by another entity at a later date or both types of expenses. 

  • When ready, click generate.