Client-Matter Status Report

  • Updated

The Client-Matter Status Report provides an overall view of a Client-Matter or all Matters of a Client.  This is the same report that can be printed through the Matter Status program.  However, the AR Ledger section will sort by date only.  To sort the AR Ledger by Invoice Number, you must print the report through the Matter Status program.    

 

matterstatus



OPTIONS
Matter Status Folders to Include
    Status
    Receivables
    Work in Process
    AR Ledger
    Retainer Listing            
    Trust Listing
    Budget
    Details                           

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