Client-Matter Reports

The Client-Matter Reports section includes reports used to monitor the current status of a Client’s accounts receivable, work in process and billing.  There are also reports that provide history on a Client-Matter.  These reports are used to monitor activity on a Client-Matter basis more than on a Timekeeper basis.

REPORTS AVAILABLE
Aged Accounts Receivable
Aged Work in Process
Client-Matter Annual Summary
Client-Matter AR Ledger
Inactive Clients Report
Inactive Matters Report                            
Investment Report
Invoice Listing    
Matter Budget
Open Cost Report
Retainer and Trust Balances
Statement of Account
Top Paying Client Report