The Client-Matter Ledger includes all the activities for Client-Matter such as time (fees), expense, invoice, invoice payments, trust activity, operating bank activity, credit memo in the order that it is entered. You can also choose to include bank information. Users will be able to view the summary of billed, unbilled items over a specified period …

This report details all the time cards for the selected matter that have been entered for the current month and a summary of the professional service rendered. Generate a Matter Billing Hours Report To generate a matter billing hours report: From the left navigation panel, click Matters. In the Matters Screen, double-click the matter and scroll …

The Matter Cost Statement details all costs associated with a matter. This includes costs the firm incurred as well as those to be paid from trust at a later date. Generate a Matter Cost Statement From the left navigation panel, click Matters. On the Matters screen, double-click the matter and scroll down to its summary section. …