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CommunityI need to run a report that looks just like the Expenses & Receivables page nested under Operating Accounting. Where and how? I would love to just print screen and show that to clients as to exactly where and how their payments were applied.

I need to run a report that looks just like the Expenses & Receivables page nested under Operating Accounting. Where and how? I would love to just print screen and show that to clients as to exactly where and how their payments were applied.

Parker Smith (Customer) asked a question.

I need to run a report that looks just like the Expenses & Receivables page nested under Operating Accounting. Where and how? I would love to just print screen and show that to clients as to exactly where and how their payments were applied.

Ellen Litten and Scott Wolf like this.
  • Hello Parker

     

    Thank you for reaching out to us here on community. We recommend the Matter statement. Open the matter and on the Financial Summary tab click on Matter Statement.

     

    Should you not have the matter statement in the Financial Summary tab of the matter, you may add it by navigating to Menu > App Marketplace > and turning on Firm and Matter Analytics

    Expand Post
    • Parker Smith (Customer)

      Is there a way to add the hourly rate to this report?

    • Parker Smith (Customer)

      We would like to add a column to include the hourly rate, is that something on your end or can I create a template for that?

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I need to run a report that looks just like the Expenses & Receivables page nested under Operating Accounting. Where and how? I would love to just print screen and show that to clients as to exactly where and how their payments were applied.