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Collection Reports

Account Receivable Summary Report
The Account Receivable Summary shows the aging summary of outstanding invoice count based on the aging range. To Access Report: Go to Reports >...
Tue, 7 Mar, 2017 at 11:11 AM
Accounts Receivable Report
The Account Receivable Report shows the aging of outstanding invoices for selected clients within a specified date range. To Access Report: Go to...
Tue, 7 Mar, 2017 at 11:16 AM
Fixed Fee Billing Reconciliation Report
This report shows fixed fee amounts and billed amounts to ensure all of your fixed fee matters are being billed in a timely manner. To Access Report:...
Tue, 7 Mar, 2017 at 11:21 AM
What is the Collection By Matter Owner Report?
Collection by Matter Owner Purpose of the report: Most multi-lawyer firms have partners who basically manages their group/departments billings and payments...
Thu, 15 Dec, 2016 at 2:24 AM
Collection by Matter Owner Report
The Collection Report contains fees collected by matter owners in your firm. To Access Report: Go to Reports > Collection > Collection by M...
Tue, 7 Mar, 2017 at 11:25 AM
What is the Collection By Timekeeper Report?
Collection by Timekeeper   Purpose of the report: To compute earned fee for each Timekeeper in a given date range.  This report can be used for a variety o...
Thu, 15 Dec, 2016 at 2:28 AM
Collection by Timekeeper Report
The Collection Report contains fees collected by timekeeper in your firm. To Access Report: Go to Reports > Collection > Collection by Time...
Tue, 7 Mar, 2017 at 11:30 AM
Collected Fee Income Allocation Report
The Collection Report contains collected fee income allocation. To Access Report: Go to Reports > Collection > Collected Fee Income Allocat...
Tue, 7 Mar, 2017 at 11:35 AM
Invoice Discounts/Write-Offs Amount Report
This report provides a proper reconciliation of the discounts/write-offs applied to an invoice. To Access Report: Go to Reports > Collection &...
Tue, 7 Mar, 2017 at 11:52 AM
Insufficient Retainer Balances Report
This report shows clients whose matter retainer balances have fallen below minimum required balances. To Access Report: Go to Reports > Collec...
Tue, 7 Mar, 2017 at 11:55 AM