The client's general journal report lists all client cost advances, cost recoveries, fees, and payments received during the specified date range and groups them by matter.

Each matter's activity is displayed on a separate page with the matter's running balance.

To generate this report:

  1. From the left navigation panel, click Reports.
  2. From the Reports menu, click Law Society Compliance Docsand choose Client's General Journal.

Report Filters

  • Date Range: To capture the range of activity you wish to see, you can customize the date range to be covered in the report.
  • Client-Matter: Check the box to choose all client-matter. To choose a specific client- matter, uncheck the box and type in the client-matter. You can choose to view active matters only by checking the box. To choose inactive matters, uncheck the box.

View/Download

Click View to preview the report or to download, select the preferred format (Excel/Pdf) and click Download. Learn more about generating reports.

Sample Report