Report Needed for Submission with Professional Liability Insurance Application.

1.  Top Paying Client Report - run by Sort Order Type of Law, and enter a number in the “List Only the Top XX Clients” field large enough to capture all Clients.  Enter the appropriate date range and choose Fees Only.  Choose to print a Summary by Type of Law.

2.  Payment Application Analysis - run by the default sort order, choose No Detail and enter the appropriate date range.  Choose to include PMT, RAP and TAP transactions and choose a Summary by Type of Law.